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Anthony Hayato Walsh
Steelpeak Wealth, LLC
4 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & Coaching
Tax Planning
Estate Planning
Investment Management
Retirement 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
Investment Management
Planning
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Location
21650 Oxnard Street, Suite 2300, Woodland Hills, CA, 91367
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Financial
June 2016
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Steelpeak Wealth, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Shuster Advisory Group, LLC
March 2021 - November 2021 · 8 mos
State Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.