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).

By the Numbers
  • Total Assets Under Management
    2,535
    MILLION
  • Total Number of Accounts
    7,094
    ACCOUNTS
  • Average Account Value
    $357,388
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Steelpeak Wealth, LLC
Showing 11 - 20 of 26 top financial advisors.
11
Matthew A. Keller
CRD#: 6044678
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

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.

12
John Perry
CRD#: 2251980
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

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.

13
Morten Roness
CRD#: 2291488
Calabasas, CA

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.

14
Ryan C. Saidi
CRD#: 6659702
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

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.

15
Wayne T. Slappy
CRD#: 4353938
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

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.

16
Robert B. Venezia
CRD#: 1036322
Encino, CA

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.

17
Richard S. Winer
CRD#: 2317830
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

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.

18
Alireza N. Zamani
CRD#: 4807530
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

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.

19
Reza N. Zamani
CRD#: 4030756
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

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.

20
Brendan R. Finneran
CRD#: 2869198
21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367

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.

PREV ... 1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.