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Alireza Zamani

Steelpeak Wealth, LLC
21 Years of Experience
Los Angeles, CA
Sells Insurance
View SEC Summary
View SEC Summary

Alireza Zamani is a registered investment advisor at Steelpeak Wealth, LLC, based in Los Angeles, CA, with 21 years of industry experience. Alireza 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
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.

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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.

Employment History
Current Registrations
Steelpeak Wealth, LLC
October 2012 - Present · 14 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2012 - November 2018 · 6 yrs 1 mo
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 2005 - February 2008 · 2 yrs 5 mos
UBS Financial Services INC.Broker
September 2005 - February 2008 · 2 yrs 5 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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