Steelpeak Wealth, LLC
Steelpeak Wealth, LLC (CRD# 165168) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $2,535,311,796 in 7,094 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,535MILLION
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Total Number of Accounts7,094ACCOUNTS
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Average Account Value$357,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Luke Anderson (CRD# 6692673) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 6 years of experience in the finance industry.
Joseph Auday (CRD# 5551666) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Beverly Hills, CA and has over 15 years of experience in the finance industry.
James Bray (CRD# 4786682) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 19 years of experience in the finance industry.
Eric Chamberlain (CRD# 2648479) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 15 years of experience in the finance industry.
Steven Dymant (CRD# 1878686) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 35 years of experience in the finance industry.
Maziar Esmailbeigi (CRD# 4502889) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 21 years of experience in the finance industry.
Ceasar Garvida (CRD# 5226254) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 8 years of experience in the finance industry.
Paula Hart (CRD# 3198068) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.
Andrew Jacobson (CRD# 3099056) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 25 years of experience in the finance industry.
Michael Janis (CRD# 5308832) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 16 years of experience in the finance industry.