Morten
Roness
Steel Peak Wealth Management, LLC
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About this Advisor
Morten Roness is a financial advisor based in Calabasas, California with 7 years of relevant experience. Roness is currently employed by Steel Peak Wealth Management, LLC. During their career, Roness has held roles at The Phillips Group Advisors, Purshe Kaplan Sterling Investments and Steel Peak Wealth Management, LLC. Roness holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Steel Peak Wealth Management, LLC is an advisory company that has its headquarters in Woodland Hills, CA. It has offices in two locations and a total of 37 employees. It oversees $2 billion in total assets among its 6,027 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 6,027 client accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm has 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. Fees for financial advisory services are based on the services. However, fee types billed by Steel Peak Wealth Management, LLC likely include 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
Morten Roness Work History
Morten has been registered as a financial advisor for 7 years.*
Steel Peak Wealth Management, LLC
The Phillips Group Advisors
Purshe Kaplan Sterling Investments
*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 Morten Roness 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
Beverly Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Calabasas, 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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