Maziar Nmn Esmailbeigi

Steelpeak Wealth, LLC

23 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingTax PlanningEstate PlanningInvestment ManagementRetirement Planning

Steelpeak Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

2,358 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$3.4B

Fee Structure

Location

21650 Oxnard Street, Suite 2300, Woodland Hills, CA, 91367

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2009

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Maziar works at Steel Peak Wealth Management full-time since 2012. He is also a fixed insurance agent at Steel Peak Estate & Insurance since 2014, dedicating minimal time to this activity.