TrueAdvisor
TrueAdvisor
JA
CFP
JA
CFP

Joseph Frederick Auday

Steelpeak Wealth, LLC
15 Years of Experience
1 Disclosure
View SEC Summary
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

9465 Wilshire Boulevard, Suite 300, Beverly Hills, CA, 90212

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2014
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Other Business Activities

Joseph helps his mother purchase and sell real estate, keeping track of numbers. He is also Vice President and CFO of LLC Real Estate Optimized Inc., overseeing business operations, dedicating about a quarter of his time.

Employment History
Current Registrations
Steelpeak Wealth, LLC
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Seacrest Wealth Management, LLC
November 2014 - May 2015 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2012 - November 2014 · 2 yrs 2 mos
Gerber Kawasaki, INC.
July 2010 - September 2012 · 2 yrs 2 mos
State Registrations2 states
AZCA
Advisor
Exams
No exam information available for this advisor.