Michael Rashtian

Steelpeak Wealth, LLC

4 Years of Experience

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

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Steelpeak Wealth, LLC

September 2021 - Present · 4 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.