Reza Zamani
Reza Zamani is a registered investment advisor at Steelpeak Wealth, LLC, based in Woodland Hills, 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 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
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2022Customer Dispute
October 2005Criminal
March 1995Other 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
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Signator Investors, INC.Broker
State Registrations2 states
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.