Peter Amling
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.
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
Chicago, IL 60606
Credentials
CFP®, Series 65
Industry experience
17 years
Peter Amling is a CFP® with 16 years of industry experience, currently serving at SteelPeak Wealth, LLC since 2025. Prior to joining SteelPeak, he operated Amling Investments LLC from 2009 to 2025. SteelPeak Wealth serves individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities with investment management, financial planning, and consulting services. The firm manages assets through proprietary model portfolios and a range of investment vehicles, including alternative and private placement opportunities, and acts as adviser to pooled investment vehicles and private funds.
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.
155 North Wacker Dr., Ste. 4250
Chicago, IL 60606
Illinois
SteelPeak Wealth, LLC
2025 - Present (1 year)
Amling Investments Llc
2009 - 2025 (16 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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