Every new California business filing, every day2 wealth management businesses recently registered in Woodland Hills, California.
Updated August 19, 2026 · Most recent business filing Mar 2, 2026

Every new California filing, every day
See how it worksThis page lists new wealth management businesses registered in Woodland Hills, California. We currently track 2, sourced directly from the California Division of Corporations and refreshed daily as new wealth management companies file.
Recent additions include Pinnacle Group Wealth Management and SteelPeak Wealth. The most recent wealth management business filing was on Mar 2, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in Woodland Hills, this is one of the freshest prospect lists in the market.
Wealth management firm based in Roseville, CA, offering financial advisory and wealth management services. The site includes contact info and a client login portal, indicating an operating business.
SteelPeak Wealth is a fiduciary-driven wealth management firm based in Woodland Hills, California. The address matches the LLC filing exactly.
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