Alireza Nmn Zamani

Steelpeak Wealth, LLC

20 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingTax PlanningEstate PlanningInvestment ManagementRetirement Planning

Steelpeak Wealth, LLC

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

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.

Other Business ActivitiesSells Insurance

Alireza is a fixed insurance agent at Steel Peak Estate & Insurance since 2014, dedicating minimal time. He is also a managing member of C&H Capital LLC and Zamani Enterprises, LLC (including subsidiary Elkwood Real Estate, LLC), both involved in real estate rental, and dedicating minimal time to each.