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STEELPEAK WEALTH, LLC

Tel: (818) 835-8720
21650 Oxnard Street
Suite 2300
Woodland Hills, California  91367

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STEELPEAK WEALTH, LLC

STEELPEAK WEALTH, LLC is a Woodland Hills, California based financial advisory firm with nearly $2,535,311,796 in assets under management and provides investment advisory services for 7094 clients. There are currently 46 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

165168

SEC#:

801-77132

No. of Clients:

7094

Assets under Management

$2,535,311,796

No. of Advisors:

46

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