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.
24 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
DASH INVESTMENTS
Woodland Hills, CA
AUM
$681.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM
800-549-3227
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
PROVIDENCE FINANCIAL AND INSURANCES, INC.
Woodland Hills, CA
AUM
$215.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Commissions
818-887-6443
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
Woodland Hills, CA
AUM
$179.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
818-587-4455
VENTURA ADVISORS
Woodland Hills, CA
AUM
$80.6M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
818-857-5080
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
ACCUMULATION STRATEGIES
Woodland Hills, CA
AUM
$29.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
818-712-9299
PREMIER WEALTH ADVISORS, INC.
Woodland Hills, CA
AUM
$25.0M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
818-888-4646
PACIFIC OAK FINANCIAL PLANNING LLC
Woodland Hills, CA
AUM
$7.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(818) 208-8686
COULOMBE AND SONS WEALTH MANAGEMENT
Woodland Hills, CA
AUM
$5.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-485-2335
CALLAHAN & CALLAHAN ASSET MANAGEMENT, INC.
Woodland Hills, CA
AUM
$1.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
818-588-4196
MOST CAPITAL
Woodland Hills, CA
AUM
$250K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
6265975297
CONCORDIA INVESTMENT ADVISORS, LLC
Woodland Hills, CA
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM
8182039070
MAKERS INVESTMENT ADVISOR II US INC.
Woodland Hills, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
678-772-1478
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
Full profileNo website
WB FINANCIAL SERVICES, LLC
Woodland Hills, CA
AUM
—
Trusts & Estates
Team
1 advisors
Clients
0
Fees
REFERRAL FEES
(818) 598-6525
Full profileNo website