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STEELPEAK WEALTH, LLC
CRD 165168 · SEC 801-77132
21650 OXNARD STREET, SUITE 2300, WOODLAND HILLS, CA, 91367, United States
Phone
(818) 835-8720
Fax
(818) 835-8730
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.15B
Discretionary AUM
$4.10B
Team
84 total employees; 35 advisory reps; 5 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1420 | $455.2M |
| High net worth individuals | 858 | $3.23B |
| Pooled investment vehicles | 3 | $24.8M |
| Pension/profit sharing plans | 121 | $46.0M |
| Corporations/business entities | 25 | $392.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://WWW.STEELPEAK.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/STEEL-PEAK-WEALTH-MANAGEMENT/
- https://X.COM/STEELPEAKWEALTH
- https://www.facebook.com/people/SteelPeak-Wealth/100065195392872/
- https://spwm.com/
- https://www.instagram.com/steelpeak/
- https://steelpeakwealth.com
- https://www.instagram.com/steelpeaksports/
- https://www.alphasummitgroup.com
- https://www.youtube.com/user/SteelPeakWealth
- https://x.com/SteelPeakSports
Official SEC filing: View on IAPD