Michael T Janis

Steelpeak Wealth, LLC

18 Years of Experience

1 Disclosure

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 (1)

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Customer Dispute

September 2020

Settled

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Employment History

Current Registrations

Steelpeak Wealth, LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Baker Tilly Wealth Management, LLC

November 2020 - January 2024 · 3 yrs 2 mos

Squar Milner Financial Services, LLC

September 2019 - December 2020 · 1 yr 3 mos

Madison Avenue Securities, LLC

March 2009 - September 2019 · 10 yrs 6 mos

Madison Avenue Advisors, INC.

February 2009 - March 2009 · 1 mo

Madison Avenue Securities, LLCBroker

July 2007 - September 2019 · 12 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.