Steel Peak Wealth Management

  • Financial Services
  • Woodland Hills CA
  • 65 employees
  • Financial Services
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Company Overview

Headquarters
21650 W Oxnard St 2300, Woodland Hills CA
Website
spwm.com
Phone
(818) 835-8720
Employees
65
Founded in
2012
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 6211 Companies
SIC Code 621 Companies
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

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Company Leadership

Ali Zamani

Founding Partner & CFO

Phone Email
Reza Zamani

Founding Partner, CEO

Phone Email
Maz Esmailbeigi

Founding Partner & CIO

Phone Email

Steel Peak Wealth Management Industry Tags

Wealth Management
Asset allocation
Retirement
Disability
Insurance
Risk Management
Cash flow analysis
Tax Reduction
College Funing
Charitable Giving
Financial Services
Financial Advisory Services
View All Industry Tags

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FAQ

What is the location of Steel Peak Wealth Management's headquarters?
The headquarters of Steel Peak Wealth Management are situated at 21650 W Oxnard St 2300, Woodland Hills CA
What is Steel Peak Wealth Management's phone number?
Steel Peak Wealth Management's contact number is (818) 835-8720.
What is Steel Peak Wealth Management's official website?
The official website of Steel Peak Wealth Management can be found at spwm.com.
What is Steel Peak Wealth Management's current revenue?
As of October 2016, Steel Peak Wealth Management's annual revenue reached $5B.
How many employees does Steel Peak Wealth Management currently have?
Steel Peak Wealth Management employs approximately 65+ people as of October 2016
Which industries is Steel Peak Wealth Management primarily operating in?
Steel Peak Wealth Management operates in the following industries: Finance, Credit
Who is the Founding Partner & CFO of Steel Peak Wealth Management?
Steel Peak Wealth Management's Founding Partner & CFO is Ali Zamani
What are Steel Peak Wealth Management's industry tags?
Steel Peak Wealth Management's industry tags include: Wealth Management, Asset allocation, Retirement
When was Steel Peak Wealth Management founded?
Steel Peak Wealth Management was founded in 2012.

Employee Directory

Key Employees

Reza Zamani

Chief Executive Officer, Founding Partner

Phone Email

Matt Gale

Business Development Officer

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Mark Koellner

Senior Vice President, Wealth Advisor

Phone Email

James Cotton

Operations Associate

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