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Steven Lee Dymant

Steelpeak Wealth, LLC

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About Steven Lee Dymant

Steven Dymant is an Investment Advisor Representative with Steelpeak Wealth, LLC. Steven has over 30 years of experience in the financial services industry, specializing in financial planning, portfolio management for businesses and individuals. He holds Series 3, 7, and 63 licenses, as well as the Series 65 license. Steven is a member of the Board of Directors of Vigilant Drone Defense, a counter UAV defense technology firm, and is a General Partner of Mona Lisa Investments, LLC.

Firm Information

Steven Dymant 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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Steven Dymant’s Registration & Firm History

CA

04/28/2023 - Present

Steelpeak Wealth, LLC (WOODLAND HILLS CA)

CT

07/01/1997 - 05/30/2006

AMBAC SECURITIES, INC (GREENWICH CT)

ME

11/20/1995 - 07/10/1997

FIRST DATA DISTRIBUTORS, INC. (PORTLAND ME)

NY

10/21/1988 - 02/17/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/10/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/2009

Series 3 - National Commodity Futures Examination

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Lee Dymant.
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