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STEELPEAK WEALTH, LLC
STEELPEAK WEALTH, LLC
WOODLAND HILLS, California
·
7 registered advisors
·
CRD# 165168
SEC# 801-77132
9
(818) 835-8720
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
46
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STEELPEAK WEALTH, LLC
7 registered advisors
Alireza Nmn Zamani
WOODLAND HILLS, California
CRD# 4414767
Alireza Nmn Zamani
WOODLAND HILLS, California
CRD# 4807530
Kimberly Anne Zajic
WOODLAND HILLS, California
CRD# 4898060
Maziar Nmn Esmailbeigi
WOODLAND HILLS, California
CRD# 4502889
Phillip David Argue
WOODLAND HILLS, California
CRD# 5461801
Reza Nmn Zamani
WOODLAND HILLS, California
CRD# 4030756
Steven Daniel Schneider
WOODLAND HILLS, California
CRD# 6243994
05
Office Locations
WOODLAND HILLS, California
7 advisors
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Data sourced from SEC Form ADV filings. STEELPEAK WEALTH, LLC (CRD# 165168) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.