Maziar
Esmailbeigi
Steelpeak Wealth, LLC
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About this Advisor
Maziar Esmailbeigi is a financial advisor based in Woodland Hills, California, working with Steelpeak Wealth, LLC. Maziar has previously held positions at Steel Peak Wealth Management and Purshe Kaplan Sterling Investments. Maziar has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Maziar is part of Steelpeak Wealth, LLC, which operates out of Woodland Hills, California. The firm has 9 offices and 46 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Steelpeak Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steelpeak Wealth, LLC Brokerage Details
$2,535,311,796
46
7,094
$357,388
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
Maziar Esmailbeigi Work History
Steel Peak Wealth Management
Purshe Kaplan Sterling Investments
Disclosures
Please visit the SEC profile of Maziar Esmailbeigi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Woodland Hills, CA
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