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Michael Rashtian

Steelpeak Wealth, LLC

Los Angeles, CA

CRD 6836910

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Employer firm

Steelpeak Wealth, LLC CRD 165168

$4.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Steelpeak Wealth, Llc

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-09-27
  • CA RA
    APPROVED
    Since 2021-09-27

Branch Locations

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steel Peak Wealth Management, Llc Woodland Hills CA 09/2021 Present
City National Rochdale Beverly Hills CA 09/2018 08/2021
Bank Of America Beverly Hills CA 07/2017 08/2018
University Of Southern California Los Angeles CA 08/2014 05/2017
  • 09/2021 → Present
    Steel Peak Wealth Management, Llc
    Woodland Hills, CA
  • 09/2018 → 08/2021
    City National Rochdale
    Beverly Hills, CA
  • 07/2017 → 08/2018
    Bank Of America
    Beverly Hills, CA
  • 08/2014 → 05/2017
    University Of Southern California
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-27
  • S65 Uniform Investment Adviser Law Examination
    2021-09-27

View on SEC IAPD

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