SteelPeak Wealth
TL;DR
SteelPeak began advisory business in 2012 and offers model portfolios, financial planning, alternatives and retirement plan consulting to individuals, families and other clients.
$4.1 billion
Regulatory AUM
As of ADV filing 2026-07-29
8,591
Accounts / Clients
2,278 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
84
Team Size
employees, 35 advisory
14 yrs
Years Registered
First registered 2012
About SteelPeak Wealth
SteelPeak began advisory business in 2012 and offers model portfolios, financial planning, alternatives and retirement plan consulting to individuals, families and other clients.
Office: 1880 Century Park East, Suite 1017, Los Angeles, CA 90067.
Best for: families wanting planning plus alternatives access, with insurance advice available
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD165168
RegistrationSEC-registered
First registration2012
Regulatory AUM$4.1 billion
ADV filing date2026-07-29
Accounts8,591
Clients2,278 individual and high-net-worth clients
Employees84
Advisory employees35
Fee modelFees on AUM or fixed; some advisors earn insurance commissions via an affiliate
MinimumNot disclosed
Disclosure events (Item 11)0
DesignationsCFP, CPA, CDFA, CRPC and CIMA named in ADV 2A and on site
Source: SEC Investment Adviser Public Disclosure, CRD 165168, as of ADV filing 2026-07-29, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Los Angeles, CA (2026): rank 6 of 10
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