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Reza Zamani

Steelpeak Wealth, LLC
26 Years of Experience
Los Angeles, CA
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Reza Zamani is a registered investment advisor at Steelpeak Wealth, LLC, based in Los Angeles, CA, with 26 years of industry experience. Reza 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
39 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
—
View Full SEC Brochure

Location

1880 Century Park East, Suite 1017, Los Angeles, CA, 90067

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History

Regulatory History (3)
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
November 2022
Denied
Customer Dispute
October 2005
Denied
Criminal
March 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Reza is a managing member of Zamani Capital, LLC, formed in 2019 to hold real estate property, dedicating minimal time. Reza is also a fixed insurance agent with Steel Peak Estate & Insurance since 2014, and a managing member of Zamani Enterprises, LLC (including subsidiary Elkwood Real Estate, LLC), which engages in real estate rental, dedicating minimal time.

Employment History
Current Registrations
Steelpeak Wealth, LLC
October 2012 - Present · 14 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2012 - July 2017 · 4 yrs 9 mos
Morgan Stanley
June 2009 - October 2012 · 3 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2012 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
February 2008 - June 2009 · 1 yr 4 mos
UBS Financial Services INC.
September 2000 - February 2008 · 7 yrs 5 mos
UBS Financial Services INC.Broker
July 2000 - February 2008 · 7 yrs 7 mos
Signator Investors, INC.Broker
December 1999 - July 2000 · 7 mos
State Registrations2 states
CATX
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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