Anthony
Walsh
Steel Peak Wealth Management, LLC
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About this Advisor
Anthony Walsh is a financial advisor based in Woodland Hills, California, who has 2 years of industry experience. Walsh is an advisor for Steel Peak Wealth Management, LLC. During their career, the advisor has held roles at Massmutual Life Insurance Co, Mml Investors Services LLC, Harris Financial Advisors, Inc, Total Accounting And Bookkeeping Services, Shuster Advisory Group, LLC and Steel Peak Wealth Management, LLC. Walsh maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Steel Peak Wealth Management, LLC is an advisory company operating out of Woodland Hills, CA. It has offices in two locations and a total of 37 employees. It manages $2 billion in assets among its 6,027 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves one charities and foundations. Of its 6,027 client accounts, 23% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely are based on which services the firm provides the client. Fees charged by Steel Peak Wealth Management, LLC most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steel Peak Wealth Management, LLC Brokerage Details
$1,893,025,457
37
6,027
$314,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Anthony Walsh Work History
Anthony has been registered as a financial advisor for 2 years.*
Steel Peak Wealth Management, LLC
Total Accounting And Bookkeeping Services
Shuster Advisory Group, LLC
Harris Financial Advisors, Inc
Massmutual Life Insurance Co
Mml Investors Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Walsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steel Peak Wealth Management, LLC
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Beverly Hills, CA
Woodland Hills, CA
Woodland Hills, CA
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