Steelpeak Wealth, LLC
Woodland Hills, CA·SEC-registered · CRD #165168
Steelpeak Wealth, LLC is an SEC-registered investment advisory firm in Woodland Hills, CA managing $4.1B across 8.7k client accounts, with 35 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.1B
Client accounts
8.7k
Advisory staff
35
Fee model
Fee-based
How Steelpeak Wealth, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Steelpeak Wealth, LLC
How much does Steelpeak Wealth, LLC manage?
Per its most recent SEC Form ADV filing (03/25/2026), Steelpeak Wealth, LLC reports $4.1B in regulatory assets under management across roughly 8.7k client accounts.
How does Steelpeak Wealth, LLC charge?
Steelpeak Wealth, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Steelpeak Wealth, LLC a fiduciary?
Yes. Steelpeak Wealth, LLC is registered with the U.S. Securities and Exchange Commission (CRD #165168), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Steelpeak Wealth, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Steelpeak Wealth, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Steelpeak Wealth, LLC's public SEC Form ADV filing (CRD #165168, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Steelpeak Wealth, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Steelpeak Wealth, LLC? Claim this profile.