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Alireza Nmn Zamani

BERNATHY WEALTH ADVISORS, LLC·WOODLAND HILLS, California
Unclaimed Profile
21550 OXNARD STREET, WOODLAND HILLS, CA 91367CRD# 4414767Firm CRD# 165168
01

About

Alireza Nmn Zamani is a registered financial advisor based in WOODLAND HILLS, California, affiliated with BERNATHY WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEELPEAK WEALTH, LLC
STEELPEAK WEALTH, LLC
AUM
$2.5B
Regulatory assets under management
Employees
46
Total firm employees
View all advisors at STEELPEAK WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4414767
Firm CRD# 165168
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alireza Nmn Zamani offer?
Alireza Nmn Zamani specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are Alireza Nmn Zamani's credentials?
Alireza Nmn Zamani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alireza Nmn Zamani located?
Alireza Nmn Zamani is based in WOODLAND HILLS, California, working with BERNATHY WEALTH ADVISORS, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does Alireza Nmn Zamani charge for services?
Alireza Nmn Zamani's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNATHY WEALTH ADVISORS, LLC?
BERNATHY WEALTH ADVISORS, LLC has approximately 46 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WOODLAND HILLS
Amit Raz Stavinsky — TAMAR SECURITIES, LLCReza Nmn Zamani — STEELPEAK WEALTH, LLCMaziar Nmn Esmailbeigi — STEELPEAK WEALTH, LLCAlireza Nmn Zamani — STEELPEAK WEALTH, LLCMarieanne Jorajuria — PROMETHEUS ACCESS ADMINISTRATOR, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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