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Anthony Hayato Walsh

Steelpeak Wealth, LLC

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About Anthony Hayato Walsh

Anthony Hayato Walsh is an Investment Advisor Representative at Steelpeak Wealth, LLC. Anthony has been in the securities industry since 2013. Anthony is registered with the state of California. Anthony is also a Series 6 and Series 63 licensed professional. Anthony's primary focus is on financial planning, portfolio management for businesses and individuals. Anthony also offers selection of other advisors. Anthony has worked at several other firms before joining Steelpeak Wealth, LLC. Anthony was registered with MML Investors Services, LLC, and Northwestern Mutual Investment Services, LLC. Anthony's expertise lies in helping individuals and families achieve their financial goals.

Firm Information

Anthony Walsh is currently registered with Steelpeak Wealth, LLC. Steelpeak Wealth, LLC is a registered investment advisor located in Woodland Hills, California. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Steelpeak Wealth manages approximately $2.5 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, and pension plans. The firm has a team of 28 investment advisor representatives and 9 licensed agents.
Steelpeak Wealth, LLC

21650 OXNARD STREET

WOODLAND HILLS, CA 91367

$2.54B

Assets Under Management

2

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Walsh’s Registration & Firm History

CA

09/24/2021 - Present

Steelpeak Wealth, LLC (WOODLAND HILLS CA)

CA

05/14/2013 - 10/23/2013

MML INVESTORS SERVICES, LLC (SANTA MONICA CA)

CA

01/30/2013 - 04/12/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 03/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Hayato Walsh.
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