Steel Peak Wealth Management, LLC

Steel Peak Wealth Management, LLC (CRD# 165168) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $465,406,597 in 2,200 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    465
    MILLION
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $211,548
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NV, TX

Financial Advisors at Steel Peak Wealth Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Tyson E. Kunst
CRD#: 4683751
3017 Douglas Blvd #300, Roseville, CA 95661
93
Wealthminder
score

Tyson Kunst (CRD# 4683751) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Roseville, CA and has over 14 years of experience in the finance industry.

2
Roxana S. Maddahi
CRD#: 5400917
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
93
Wealthminder
score

Roxana Maddahi (CRD# 5400917) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 7 years of experience in the finance industry.

3
Alireza N. Zamani
CRD#: 4807530
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
93
Wealthminder
score

Alireza Zamani (CRD# 4807530) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 12 years of experience in the finance industry.

4
Gerald Chikezie
CRD#: 6411043
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Gerald Chikezie (CRD# 6411043) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 2 years of experience in the finance industry.

5
Alano D. Massi
CRD#: 6259423
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Alano Massi (CRD# 6259423) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 4 years of experience in the finance industry.

6
Thomas S. McCann
CRD#: 5949698
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Thomas McCann (CRD# 5949698) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 6 years of experience in the finance industry.

7
Millu C. Ramirez
CRD#: 6178879
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Millu Ramirez (CRD# 6178879) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 4 years of experience in the finance industry.

8
Ryan C. Saidi
CRD#: 6659702
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
90
Wealthminder
score

Ryan Saidi (CRD# 6659702) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

9
Matthew A. Keller
CRD#: 6044678
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
89
Wealthminder
score

Matthew Keller (CRD# 6044678) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 4 years of experience in the finance industry.

10
Mitch L. Abramson
CRD#: 6387412
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367
88
Wealthminder
score

Mitch Abramson (CRD# 6387412) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.