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Building 2STEELPEAK WEALTH, LLC

Map pinWOODLAND HILLS, CA
Phone(818) 835-8720
NotebookSEC #801-77132
Total AUM
$4.1B
Employees
84
Clients
2,427

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21650 OXNARD STREET
SUITE 2300
WOODLAND HILLS
CA 91367
United States
Operating Hours
7:30AM TO 4:30PM
Monday - Friday
Phone
(818) 835-8720
Other Offices
12

ReceiptFinancials

Total AUM
$4.1B
Accounts
8,591
Discretionary
$4.1B
Accounts
8,463
Non-Discretionary
$47M
Accounts
128

ContactClients

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Individual Clients
1,420
AUM
$455.2M
HNW Individual Clients
858
AUM
$3.2B
Pooled Vehicle Clients
3
AUM
$24.8M
Pension/Profit Sharing Plan Clients
121
AUM
$46M
Corporation or Business Clients
25
AUM
$392.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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