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Robert Venezia

Steelpeak Wealth, LLC
43 Years of Experience
Henderson, NV
7 Disclosures
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Robert Venezia is a registered investment advisor at Steelpeak Wealth, LLC, based in Henderson, NV, with 43 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 2,428 clients with $4.1B in assets under management.

Steelpeak Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
2,428 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$4.1B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual management fee ranges between 0.75% and 1.75% depending on the size and composition of your portfolio and the type of services rendered. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Henderson, NV

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History

Regulatory History (7)
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 2003
Settled
Customer Dispute
January 2003
Settled
Customer Dispute
February 2002
Denied
Customer Dispute
August 2001
Denied
Customer Dispute
October 1993
Settled
Customer Dispute
April 1990
Award / Judgment
Customer Dispute
March 1987
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Steelpeak Wealth, LLC
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Key Asset Advisors
June 2008 - July 2023 · 15 yrs 1 mo
The Seidler Companies IncorporatedBroker
May 2002 - May 2002 · 0 mos
Key Investment Team
March 2002 - July 2023 · 21 yrs 4 mos
First Union Securities, INC.Broker
July 1997 - April 2002 · 4 yrs 9 mos
Linsco/private Ledger CORP.Broker
August 1996 - July 1997 · 11 mos
Prudential Securities IncorporatedBroker
March 1987 - August 1996 · 9 yrs 5 mos
Drexel Burnham Lambert IncorporatedBroker
January 1985 - March 1987 · 2 yrs 2 mos
Dean Witter Reynolds INC.Broker
November 1983 - January 1985 · 1 yr 2 mos
The Seidler Companies IncorporatedBroker
August 1983 - November 1983 · 3 mos
State Registrations2 states
CANV
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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