Advisor at SteelPeak Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SteelPeak Wealth, LLC
Location
Sandia Park, NM
Credentials
Series 66
Industry experience
15 years
Heidi Wilson is a financial advisor at SteelPeak Wealth, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, Bank of the West, and TIAA-CREF Individual & Institutional Services, LLC. SteelPeak Wealth serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities. The firm offers investment management, financial planning, retirement plan consulting, and access to alternative investments and private placements, utilizing proprietary model portfolios and independent manager selections.
Based on SteelPeak Wealth, LLC
Based on SteelPeak Wealth, LLC
0.75% – 1.75% annually, varies based on portfolio size, composition, and services rendered
Certain supervised persons offer insurance products under separate commission-based arrangements; firm receives referral fees for mortgage and real estate referrals.
Affiliates receive carried interest performance-based compensation as general partners of certain private funds with specific carried interest allocations described in Offering Documents.
Minimum fee: Financial planning and consulting fees range from $500 to $5,000, negotiable based on scope and complexity. Fee-only: Fixed fees for financial planning and consulting services ranging from $500 to $5,000.
Sandia Park, NM
New Mexico
SteelPeak Wealth, LLC
2024 - Present (2 years)
J.P. Morgan Securities
2021 - 2024 (3 years)
UNEMPLOYED
2020 - 2021 (1 year)
Bank of the West
2017 - 2020 (3 years)
TIAA-CREF
2014 - 2017 (3 years)
Tiaa
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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