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Home > Retirement Planners > california > woodland hills > STEELPEAK WEALTH, LLC
STEELPEAK WEALTH, LLC
21650 Oxnard Street
Suite 2300
Woodland Hills, California 91367
Tel: (818) 835-8720
About STEELPEAK WEALTH, LLC
STEELPEAK WEALTH, LLC, formally registered with the SEC as STEELPEAK WEALTH, LLC. The firm was established in 09/10/2012. They have over 7 offices throughout the country.
STEELPEAK WEALTH, LLC is a Woodland Hills, California based Financial Planning firm with nearly $1,893,025,457 assets under management, offering retirement planning & investment advisory services to 6027 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 165168 |
| SEC# | 801-77132 |
| Assets Managed by Firm | $1,893,025,457 |
| No. of Clients | 6027 |
| No. of Advisors | 37 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6027 | $1,893,025,457 |
| Individuals (other than high net worth individuals) | 1243 | $373,547,750 |
| High net worth individuals | 393 | $1,308,785,461 |
| Pension and profit sharing plans | 85 | $21,817,618 |
| Charitable organizations | 1 | $2,172,359 |
| Corporations or other businesses | 23 | $182,573,611 |
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