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).
-
Total Assets Under Management2,535MILLION
-
Total Number of Accounts7,094ACCOUNTS
-
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
Matthew Keller (CRD# 6044678) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 10 years of experience in the finance industry.
John Perry (CRD# 2251980) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 31 years of experience in the finance industry.
Morten Roness (CRD# 2291488) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Calabasas, CA and has over 31 years of experience in the finance industry.
Ryan Saidi (CRD# 6659702) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 7 years of experience in the finance industry.
Wayne Slappy (CRD# 4353938) 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.
Robert Venezia (CRD# 1036322) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Encino, CA and has over 40 years of experience in the finance industry.
Richard Winer (CRD# 2317830) is the founder, president and CEO of Winer Wealth Management, Inc. in Woodland Hills, CA and has over 21 years of experience in wealth management and financial planning.
As president and CEO of Winer Wealth Management, Rich oversees the financial affairs of a select group of individuals and families in Los Angeles and throughout the United States. His clients include actors, composers, producers, directors, managers, agents and musicians, as well as successful professionals, retirees and business owners from outside the entertainment industry. As a former professional musician, Rich understands the special needs, requirements and concerns of people in the entertainment industry. In 2011, he was interviewed by E! News Daily's Ken Baker on the subject of how celebrities can protect themselves from fraud and financial scams. More recently, he was featured in an article in Variety on how financial advisors helped their entertainment industry clients during the 2008 bear market. Rich has been mentioned and quoted in various financial publications including The Wall Street Journal, Investor's Business Daily, Financial Planning Magazine, Fiduciary News and the Los Angeles and San Fernando Valley Business Journals.
Alireza Zamani (CRD# 4807530) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 18 years of experience in the finance industry.
Reza Zamani (CRD# 4030756) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 24 years of experience in the finance industry.
Brendan Finneran (CRD# 2869198) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 3 years of experience in the finance industry.