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Matthew Austin Keller

Steelpeak Wealth, LLC

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About Matthew Austin Keller

Matthew Austin Keller is an investment advisor representative at Steelpeak Wealth, LLC. Matthew has been in the industry since July 2013. He has a Series 65 license and is registered in California. Matthew specializes in providing financial planning, selection of other advisors, and portfolio management services for individuals and businesses.

Firm Information

Matthew Keller 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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Matthew Keller’s Registration & Firm History

CA

11/16/2013 - Present

Steelpeak Wealth, LLC (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 11/15/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Austin Keller.
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