Steelpeak Wealth, LLC
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
FINTRXOverview
Steelpeak Wealth, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm is SEC-registered (registered in 2012) and provides a mix of financial planning and discretionary portfolio management across individuals, small businesses, investment companies, and other business or institutional clients. Its advisory capabilities include selecting sub-advisers and sponsoring or serving as a managing member of pooled investment vehicles. Fee arrangements include percentage-of-AUM billing, fixed fees and performance-based fees. Steelpeak does not market itself as an active ESG investor. The firm has been recognized in industry rankings, including FA Magazine’s Top RIA Firms in 2020 and appearances on Forbes’ America’s Top RIA Firms lists in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds35%
- US Government Bonds5%
- Private Funds4%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 5
Maziar Esmailbeigi
Founding Partner & Chief Investment OfficerCRD 4502889
Reza Zamani
Founding Partner & CEOCRD 4030756
Alireza Zamani
FOUNDING PARTNER, CFOCRD 4807530
Contacts
3 of 38
Peter Amling
Wealth AdvisorCRD 5650069
Samuel Sosa
Senior Vice President, Wealth AdvisorCRD 5771298
Mark Koellner
Senior Vice PresidentCRD 5176496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 288Active vs passive
$1.4B in ETFs
78%
$1.1B
13%
$312M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $109M | 147,039 | 7.60% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1880 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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