SteelPeak Wealth Management

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 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.