Michael T. Janis

STEELPEAK WEALTH

Woodland Hills, CA 91367

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CRD#: 5308832

Professional summary

Michael T Janis is a registered financial advisor currently at STEELPEAK WEALTH, LLC located in Woodland Hills, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BAKER TILLY US, LLP (BTUS); LOS ANGELES, CA; SENIOR ADVISOR, WEALTH; BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") IS A CONTROLLED SUBSIDIARY OF BTUS. SALARY AND VARIABLE COMPENSATION IS PAID BY BTUS. 100% OF TIME IS SPENT ON ADVISORY SERVICES. THERE IS AN EXPENSE-SHARING AGREEMENT IN PLACE BETWEEN BTWM AND BTUS, WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael T Janis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 30, 2024 - Present

STEELPEAK WEALTH, LLC

Office #1: 21650 Oxnard Street Suite 2300, Woodland Hills, CA 91367

RIA

CRD#: 165168

Woodland Hills, CA

Past

November 3, 2020 - January 29, 2024

BAKER TILLY WEALTH MANAGEMENT, LLC

RIA

CRD#: 167811

LOS ANGELES, CA

Past

September 24, 2019 - December 22, 2020

SQUAR MILNER FINANCIAL SERVICES, LLC

RIA

CRD#: 112483

LOS ANGELES, CA

Past

March 25, 2009 - September 20, 2019

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

TORRANCE, CA

Past

February 17, 2009 - March 25, 2009

MADISON AVENUE ADVISORS, INC.

RIA

CRD#: 137461

SAN DIEGO, CA

Past

July 16, 2007 - September 20, 2019

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

TORRANCE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STEELPEAK WEALTH, LLC

CRD#: 165168 / SEC#: 801-77132

RIA

Registered Investment Advisory firm - (9/10/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/16/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 62

Date: 9/9/2008

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 22

Date: 7/14/2007

Direct Participation Programs Representative Examination

Current Firm

STEELPEAK WEALTH, LLC

CRD#: 165168 / SEC#: 801-77132

RIA

Registered Investment Advisory firm - (9/10/2012 Approved)

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Contact information

Main Address

21650 Oxnard Street Suite 2300, Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 835-8720

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (10/22/2025)

Regulatory assets under management

Total Number of Accounts	8,369
AUM (Assets Under Management)	$ 3,439,042,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael T. Janis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael T Janis's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAKER TILLY WEALTH MANAGEMENT, LLC

SQUAR MILNER FINANCIAL SERVICES, LLC

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE ADVISORS, INC.

MADISON AVENUE SECURITIES, LLC

Primary Firm SEC Registration

STEELPEAK WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/16/2009

Series 63

Date: 9/15/2007

SIE

Date: 10/1/2018

Series 62

Date: 9/9/2008

Series 22

Date: 7/14/2007

Current Firm

STEELPEAK WEALTH, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEELPEAK WEALTH, LLC

TRUST BUT VERIFY

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