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SteelPeak Wealth Management
Founded in 2012 and headquartered in Woodland Hills, California, SteelPeak Wealth Management is a registered investment adviser serving individuals,...
SteelPeak Wealth Management
Founded in 2012 and headquartered in Woodland Hills, California, SteelPeak Wealth Management is a registered investment adviser serving individuals, high-net-worth families, pension plans, trusts and corporations. The firm builds its practice around a fiduciary model, combining investment advisory services with financial planning, tax optimization and estate consulting. SteelPeak positions its offering as holistic wealth management, integrating tax strategy, estate planning and portfolio construction. The firm publishes client-facing content on options-based risk management, multi-generational estate strategies and structural investment trends, indicating a blend of defensive and growth-oriented advisory. The addition of Amling Investments extended the firm's footprint into the Chicago market, broadening its geographic reach beyond Southern California to the Midwest. The firm's advisory team and aggregate assets under management remain undisclosed. Public disclosures confirm it counsels individuals, high-net-worth families and institutional entities including pension plans, trusts and corporations across at least two US regions. No adjacent vehicles — such as a philanthropic foundation, real-asset arm or club membership — appear in available records. SteelPeak's architecture is notable for its entity-agnostic client base: the same advisor platform serves individual retirees, multi-generational families, corporate pension plans and trusts. This breadth, unusual for a firm of undisclosed scale, positions it more as a multi-constituent wealth manager than a single-family office or niche RIA.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
Location
Region
North America
Country
United States
City
Woodland Hills
Corporate office
Woodland Hills, CA, United States
Additional offices
Chicago, IL, United States
Frequently asked questions
Who runs investment decisions at SteelPeak Wealth Management?
SteelPeak has not publicly named a chief investment officer or disclosed its investment committee structure. The firm's website refers collectively to 'expert advisors' and 'our team — advisors' without naming individual principals. As an RIA, investment authority is likely distributed among its advisor team, but specific decision-makers remain unlisted in available public sources.
Is SteelPeak structured as a single family office or a traditional wealth manager?
SteelPeak operates as a registered investment adviser, not a single-family office. Its client base spans individuals, high-net-worth families, pension plans, trusts and corporations, which is typical of a multi-client wealth management firm rather than a dedicated family office structure.
Does SteelPeak participate in fund commitments or only direct portfolio management?
SteelPeak's public materials describe portfolio management and financial planning services, but do not specify whether it allocates to external funds, constructs direct portfolios, or both. No fund commitment activity is disclosed on its website or in available records.
What investment stages or asset classes does SteelPeak typically target?
The firm's website discusses options strategies, tax optimization, estate planning and multi-generational wealth transfer, suggesting a focus on liquid public-market portfolios and wealth structuring. It does not advertise venture capital, private equity or direct real estate investment mandates in its published materials.
How does SteelPeak Wealth Management source its clients?
SteelPeak has not disclosed a specific client-acquisition model. Its geographic expansion via the addition of an established Chicago-based practice suggests inorganic growth through advisor-team acquisitions, which is a common strategy for RIAs seeking to enter new markets without building from scratch.
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