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SteelPeak Wealth, LLC

Updated today

Total assets under management

$4,148,078,008

Total clients

2,278

38% high-net worth

Total advisors

33

of 84 employees

Firm size

Multi Team

Average clients per advisor

69

Average account size

$1,820,930

About

SteelPeak Wealth provides financial planning, retirement plan consulting, and discretionary and non‑discretionary portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, family offices and private fund investors. The firm offers multiple wealth‑management programs and model portfolios and also oversees allocations to mutual funds, ETFs and independent managers.

Investment management is delivered through proprietary programs (SteelPeak Elite and SteelPeak Exclusive) overseen by an internal Institute of Portfolio Management & Economic Strategy, with ongoing monitoring, rebalancing and the option for clients to impose reasonable account restrictions. SteelPeak also offers private placement and alternative investment consulting, and provides access to non‑purpose loans and other tailored services as part of its advisory offerings.

What distinguishes SteelPeak from many peers is its role as adviser and sponsor of pooled private investment vehicles—its affiliated entities act as general partners for funds such as SP Capital I, SP Long‑Short Equity Strategy and Goal‑Line Growth Fund—and those affiliates receive carried interest or other performance‑based compensation disclosed in the offering documents. The brochure also discloses the firm’s use of third‑party marketers for fund placements, and affiliated tax‑preparation, insurance and referral arrangements (including mortgage and real‑estate referrals), all of which the firm identifies as potential conflicts of interest to be considered by prospective investors.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Concentrated stock management Debt management

Occupation focus

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.

Main office location

SteelPeak Wealth, LLC

21650 Oxnard Street, Suite 2300

Woodland Hills CA 91367, United States

Number of offices

13

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Kingsley C

Series 63, Series 65, Series 66

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
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Andrew J

Series 63, Series 65

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Wayne S

Series 63, Series 65

Princeton, NJ

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Ryan S

Series 65

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
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Rogelio L

Series 65

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
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Stacy B

CFP®, Series 66

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Michael R

Series 65

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Mark K

CFP®, Series 63, Series 66

Dallas, TX

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Reza Z

Series 66

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Maziar E

Series 66

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Hamza F

Series 66

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Justin I

Series 65

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Flavia N

Series 66

Boca Raton, FL

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Joseph B

Series 65

Woodland Hills, CA

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
user avatar

Peter A

CFP®, Series 65

Chicago, IL

SteelPeak Wealth, LLC

Private / alternative investments Concentrated stock management Debt management Founder/Business Owner Executive
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