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RIA / WealthAdvisor19 years in industry

MICHAEL T JANIS

Advisor at STEELPEAK WEALTH, LLC

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:0f59a4d1-d921-ec2f-3d44-32655a3e38f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 17, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STEELPEAK WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 15, 2007
First registration: Feb 17, 2009
Dual registered: no
IAPD individual key: 5308832

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STEELPEAK WEALTH, LLC	Independent wealth	Jan 30, 2024	n/a	yes	LOS ANGELES, CA	Current employment
BAKER TILLY WEALTH MANAGEMENT, LLC	Mixed wealth	Nov 3, 2020	Jan 29, 2024	no	LOS ANGELES, CA	Previous registration
SQUAR MILNER FINANCIAL SERVICES, LLC	Former SEC adviser	Sep 24, 2019	Dec 22, 2020	no	IRVINE, CA\|LOS ANGELES, CA	Previous registration
MADISON AVENUE SECURITIES, LLC	Bd affiliated wealth	Mar 25, 2009	Sep 20, 2019	no	SAN DIEGO, CA\|TORRANCE, CA\|SANTA MONICA, CA	Previous registration
MADISON AVENUE ADVISORS, INC.	n/a	Feb 17, 2009	Mar 25, 2009	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BAKER TILLY WEALTH MANAGEMENT, LLC	STEELPEAK WEALTH, LLC	Jan 29, 2024	Jan 30, 2024	1	Firm change	RIA to RIA
SQUAR MILNER FINANCIAL SERVICES, LLC	BAKER TILLY WEALTH MANAGEMENT, LLC	Dec 22, 2020	Nov 3, 2020	-49	Firm change after gap	RIA to RIA
MADISON AVENUE SECURITIES, LLC	SQUAR MILNER FINANCIAL SERVICES, LLC	Sep 20, 2019	Sep 24, 2019	4	Firm change	RIA to RIA
MADISON AVENUE ADVISORS, INC.	MADISON AVENUE SECURITIES, LLC	Mar 25, 2009	Mar 25, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112483:167811:CA:2020-12-22	Dec 22, 2020	Nov 3, 2020	LOS ANGELES, CA	Firm change after gap

Relationships

Registered with (5)

→ STEELPEAK WEALTH, LLCRegistered adviserregistration: current employment
Jan 30, 2024 to presentfactForm ADV
→ BAKER TILLY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 3, 2020 to Jan 29, 2024factForm ADV
→ SQUAR MILNER FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 24, 2019 to Dec 22, 2020factForm ADV
→ MADISON AVENUE SECURITIES, LLCRegistered adviserregistration: previous registration
Mar 25, 2009 to Sep 20, 2019factForm ADV
→ MADISON AVENUE ADVISORS, INC.Registered adviserregistration: previous registration
Feb 17, 2009 to Mar 25, 2009factForm ADV

Dated events

Occurred
Jan 29, 2024
Advisor changed firm
Michael T Janis left Baker Tilly Wealth Management, Llc for Steelpeak Wealth, Llc (registered 2024-01-30)
Form ADVobserved 5 days ago