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SteelPeak Wealth

Woodland Hills, California

Website:

https://steelpeakwealth.com/

165168

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Woodland Hills, California

Website:

https://steelpeakwealth.com/

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Company Details

Approximate AUM

$2,800,000,000

Fee model

Fee Only Strict

Number of employees

Custodians

Schwab

JP Morgan

Description

SteelPeak Wealth ("SteelPeak"), a firm that has been in existence for 12 years, aims to enhance its organizational culture. Initially comprised of only three individuals, it has now grown to over 50 employees. Over time, SteelPeak has undergone departmentalization and institutionalization, establishing a structured framework. Unlike being an aggregator, SteelPeak emphasizes teamwork and encourages every team member to actively contribute to the firm's culture, fostering a sense of belonging and a familial atmosphere.

Locations

Private Residence Surf Side FL

Private Residence Las Vegas NV

Private Residence Henderson NV

Private Residence Santa Barbara CA

21650 Oxnard St Ste 2300 Woodland Hills CA 91367

15333 N Pima Rd Scottsdale AZ 85260

150 E Palmetto Park Rd Ste 800 Boca Raton FL 33432

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Tax Preparation

Family Office Services

Corporate Trustee Services

Recent News

SteelPeak expands to Billings with the addition of Christine Mueller Coley as wealth advisor

LOS ANGELES, Calif., July 24, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce today that it has expanded its presence into Billings, MT with the appointment of wealth advisor Christine Mueller Coley. This comes as a result of the firm’s recruiting and M&A efforts to attract growth-minded advisors.

SteelPeak expands to Dallas with the addition of Mark Koellner as wealth advisor

LOS ANGELES, Calif., July 22, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce today that it has expanded its presence into Dallas with the appointment of wealth advisor Mark Koellner. This comes as a result of the firm’s recruiting and M&A efforts to attract growth-minded advisors.

SteelPeak expands to Albuquerque with the addition of Heidi Wilson as wealth advisor

LOS ANGELES, Calif., June 28, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce today that it has expanded its presence into Albuquerque with the appointment of wealth advisor Heidi Wilson. This comes as a result of the firm’s recruiting and M&A efforts to attract growth-minded advisors.

SteelPeak Expands with the Addition of Wealth Advisor Sam Sosa

LOS ANGELES, Calif., March 11, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce today that it has expanded its presence into Santa Barbara with the appointment of wealth advisor Sam Sosa. This comes as a result of the firm’s recruiting and M&A efforts to attract growth-minded advisors.

SteelPeak Expands into Boca Raton, Florida with Key Appointment

LOS ANGELES, Calif., March 4, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce today that it has expanded its presence into Boca Raton, Florida with the appointment of John Perry, as a result of the firm’s recruiting and M&A efforts to attract growth-minded advisors. John will serve as a senior wealth advisor in SteelPeak’s new Boca Raton office.

SteelPeak Expands Southern California Presence into Beverly Hills with Acquisition

LOS ANGELES, Calif., Jan. 29, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce today that Mike Janis has joined the firm as a result of the firm’s M&A efforts to acquire growth-minded advisors. Mike will serve as a wealth advisor in SteelPeak’s new Beverly Hills office when it opens in March. With 28 years of experience in real estate, business, financial, and wealth advisory business, and most recently with Baker Tilly in Los Angeles, Mike knows the value of joining SteelPeak.

SteelPeak Wealth Expands Presence into Las Vegas

LOS ANGELES, CA, July 25, 2023 – Robert Venezia, AIF®, MBA of Key Asset Advisors is joining SteelPeak Wealth, bringing the firm’s AUM to $2.5BN and expanding its presence into Las Vegas, Nevada.

SteelPeak Wealth Expands to Newport Beach

LOS ANGELES, CA, May 1, 2023 – SteelPeak Wealth is pleased to announce senior wealth advisor, Jim Bray, CFP®, is joining the firm and will be heading our newest office location in Newport Beach. “We are thrilled to welcome Jim to the team,” said Reza Zamani, CEO of SteelPeak Wealth.

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

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AUM Growth

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Qualified / Non Qualified Plans

Tax Preparation

Family Office Services

Corporate Trustee Services

SteelPeak Wealth

Company Details

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Services Offered

Recent News

Acquisitions

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Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

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SteelPeak Wealth's Ideal Partner

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SteelPeak Wealth

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

SteelPeak Wealth's Ideal Partner

Company Videos

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