DR
DR

Derek Hong Hao Ruan

2 Years of Experience
Areas of Practice
Financial Planning & CoachingTax PlanningEstate PlanningInvestment ManagementRetirement Planning
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

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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.

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Employment History
Current Registrations
Steelpeak Wealth, LLC
March 2025 - Present · 11 mos
Previous Registrations
Signature Estate Securities, LLCBroker
August 2023 - December 2024 · 1 yr 4 mos
Osaic Wealth, INC.Broker
March 2023 - August 2023 · 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.