Steelpeak Wealth, LLC

RIASEC RegisteredEst. 2012

Total AUM

$4.1B

Discretionary

$4.1B

99% of AUM

Avg account

$483K

Accounts

8,591

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 165168
Registered since: September 10, 2012
Website: steelpeakwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI77.86%
Individuals10.97%
Corporations / Businesses9.46%
Pension & Profit Sharing Plans1.11%
Pooled Investment Vehicles0.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Steelpeak Wealth, LLC is an independent registered investment adviser founded in 2012 that serves both high‑net‑worth individuals and institutional clients. The firm functions as a capital allocator and provides comprehensive advisory services including financial planning, portfolio management for individuals, businesses and investment companies, and selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing, fixed fees, and performance‑based fees. Steelpeak is not positioned as an active ESG investor. The firm has been recognized in industry outlets, appearing on FA Magazine’s Top RIA Firms list in 2020 and on Forbes’ America's Top RIA Firms lists in 2023 and 2024. Industry affiliations disclosed include relationships with accountants and insurance companies and roles as sponsor/GP/managing member of pooled investment vehicles.