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Michael T Janis

Steelpeak Wealth, LLC

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About Michael T Janis

Michael Janis is an investment advisor representative who has been working in the financial services industry since 2007. Michael is currently registered with Steelpeak Wealth, LLC in California. Michael has experience working with a variety of clients, including individuals, corporations, pension plans, and charitable organizations. Michael's experience and expertise are focused on financial planning, portfolio management for individuals and businesses, and selecting other advisors.

Firm Information

Michael Janis 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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Michael Janis’s Registration & Firm History

CA

01/30/2024 - Present

Steelpeak Wealth, LLC (WOODLAND HILLS CA)

CA

07/16/2007 - 09/20/2019

MADISON AVENUE SECURITIES, LLC (TORRANCE CA)

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Licenses & Designations

IA

Issued 02/16/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2008

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 07/14/2007

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Michael T Janis. Review regulatory record here.
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