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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 10 offices throughout the country.
STEELPEAK WEALTH, LLC is a Woodland Hills, California based Financial Planning firm with nearly $2,535,311,796 assets under management, offering retirement planning & investment advisory services to 7094 clients. The firm is staffed with 46 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165168 |
| SEC# | 801-77132 |
| Assets Managed by Firm | $2,535,311,796 |
| No. of Clients | 7094 |
| No. of Advisors | 46 |
Fee Structure
- A percentage of AUM
- Fixed fees
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7094 | $2,535,311,796 |
| Individuals (other than high net worth individuals) | 1419 | $477,186,870 |
| High net worth individuals | 510 | $1,818,689,276 |
| Pension and profit sharing plans | 93 | $23,872,767 |
| Charitable organizations | Fewer than 5 clients | $2,564,931 |
| Corporations or other businesses | 20 | $204,692,856 |
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