Steven Dymant is a registered investment advisor at Steelpeak Wealth, LLC, based in Woodland Hills, CA, with 5 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,358 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SteelPeak Wealth charges an annual fee based on the value of your portfolio. The fee ranges from 0.75% to 1.75% per year, depending on the size and composition of your portfolio and the services you receive. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a different fee rate for certain client holdings, such as assets held away, accommodation accounts, or alternative investments.
Location
21650 Oxnard Street, Suite 2300, Woodland Hills, CA, 91367
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a board member of Vigilant Drone Defense, a counter UAV defense technology firm, and a general partner of Mona Lisa Investments, LLC, an SPV holding an investment in Vigilant Drone Defense Inc. Both roles require minimal time and are related to providing advice, updates, and answering questions.
Employment History
Current Registrations
Steelpeak Wealth, LLC
Previous Registrations
Prime Opportunities Investment Group LLC
Echelon Asset Management
State Registrations1 state
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