Brandon
Heicklen
Steel Peak Wealth Management, LLC
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About this Advisor
Brandon Heicklen is a financial advisor based in Woodland Hills, California with a total of 2 years of relevant experience. Heicklen is currently employed by Steel Peak Wealth Management, LLC. Throughout their career, they have worked at Steel Peak Wealth Management, LLC, San Diego State University, Pwr Punting, Cutco, Boise State University, Santa Monica Junior College and El Camino Real Charter High School. Heicklen maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in California. Steel Peak Wealth Management, LLC is a company that has its headquarters in Woodland Hills, CA. The firm has offices in two locations and a total of 37 employees. It controls $2 billion in total assets among its 6,027 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to one charities and foundations. Of its 6,027 client accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types billed by Steel Peak Wealth Management, LLC most likely are comprised 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
Brandon Heicklen Work History
Brandon has been registered as a financial advisor for 2 years.*
Steel Peak Wealth Management, LLC
Pwr Punting
Cutco
San Diego State University
Boise State University
Santa Monica Junior College
El Camino Real Charter High School
*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 Brandon Heicklen 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
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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