SteelPeak Wealth, LLC

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.