RIA Intel›Advisers›California›STEELPEAK WEALTH, LLC

STEELPEAK WEALTH, LLC

Advisory

N·LOS ANGELES, CA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM

$4.1B

1-Year AUM Growth

+33.9%

3-Year CAGR

+20.9%

Employees

35

Assets Under Management

Total AUM$4.1B

Discretionary AUM$4.1B

Non-Discretionary AUM$47M

Discretionary %98.9%

Total Clients2,358

Team

Total Employees35

Investment Advisers84

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds3

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record70

First FilingSep 5, 2012

Latest FilingJul 29, 2026

🔒 Full AUM trend chart and 70 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STEELPEAK WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.