Morten
Roness
Steelpeak Wealth, LLC
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About this Advisor
Morten Roness is a financial advisor based in Calabasas, California, working with Steelpeak Wealth, LLC. Morten has previously held positions at The Phillips Group Advisors, Purshe Kaplan Sterling Investments, and Steel Peak Wealth Management, LLC. Morten has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Morten is part of Steelpeak Wealth, LLC, which operates out of Calabasas, 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
Morten Roness Work History
Steel Peak Wealth Management, LLC
The Phillips Group Advisors
Purshe Kaplan Sterling Investments
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 Steelpeak Wealth, 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
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