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
Victoria Harding (CRD# 7729128) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.
Rogelio Lopez (CRD# 7167890) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 4 years of experience in the finance industry.
Nathan Mahgerefteh (CRD# 7708222) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.
Michael Rashtian (CRD# 6836910) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 2 years of experience in the finance industry.
Anthony Walsh (CRD# 6023362) is an Investment Advisor Representative working at Steelpeak Wealth, LLC in Woodland Hills, CA and has over 11 years of experience in the finance industry.
Billy Yeh (CRD# 4763864) 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.