AZ
CFP
AZ
CFP

Alecsander Angeles Zari

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
5,484 clients
Average Client Portfolio
$974K average
Assets Under Management
$5.3B

Fee Structure

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Location

2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016

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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

Alec offers insurance products through AZ Wealth Management LLC from his California business location. He dedicates minimal time to this investment-related activity and receives commissions on sales.

Employment History
Current Registrations
Dynamic
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Steel Peak Wealth Management, LLC
July 2017 - September 2021 · 4 yrs 2 mos
State Registrations3 states
CATXWA
Advisor
Exams
No exam information available for this advisor.