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Peter Amling

Advisor at SteelPeak Wealth, LLC

Updated today
SteelPeak Wealth, LLC logo

Firm

SteelPeak Wealth, LLC

Location

Chicago, IL 60606

Credentials

CFP®, Series 65

Industry experience

17 years

About

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.

Client services

Based on SteelPeak Wealth, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management

Occupation focus

Based on SteelPeak Wealth, LLC

Founder/Business Owner Executive

Fee options

Percentage

0.75% – 1.75% annually, varies based on portfolio size, composition, and services rendered

Commissions

Certain supervised persons offer insurance products under separate commission-based arrangements; firm receives referral fees for mortgage and real estate referrals.

Performance-based

Affiliates receive carried interest performance-based compensation as general partners of certain private funds with specific carried interest allocations described in Offering Documents.

Other

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.

Location

155 North Wacker Dr., Ste. 4250

Chicago, IL 60606

Most active in

Illinois

Work history

SteelPeak Wealth, LLC

2025 - Present (1 year)

Amling Investments Llc

2009 - 2025 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

College savings (529s, UTMA, etc.) Equity compensation tax strategy Options & derivatives strategies Executive
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Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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Michael C

Series 65

Chicago, IL

MJC Financial Fitness LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nauman B

Series 65

Chicago, IL

Old Forge Advisors

Wealth management
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