STEELPEAK WEALTH, LLC
Woodland Hills, CA
AUM
$4.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(818) 835-8720
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, WOODLAND HILLS
9 advisers found
TAMAR SECURITIES, LLC
Woodland Hills, CA
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
818-914-7460
CHELSEA MANAGEMENT COMPANY
Woodland Hills, CA
AUM
$517.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
213-362-9200
ODER INVESTMENT MANAGEMENT, LLC
Woodland Hills, CA
AUM
$366.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(818) 676-0036
PARAGON FINANCIAL PARTNERS
Woodland Hills, CA
AUM
$329.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-557-1515
HESEN & HASLAM
Woodland Hills, CA
AUM
$283.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-200-1107
R-TECH ADVISORS, INC.
Woodland Hills, CA
AUM
$61.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(818) 883-5356
BRUIN WEALTH ADVISORS LLC
Woodland Hills, CA
AUM
$37.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
818-907-9700
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