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STEELPEAK WEALTH, LLC
CRD 165168File 801-77132
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.15B
Top 25% of cohort (national)
Discretionary AUM
$4.10B
Non-discretionary $47.0M
Clients
2,428
8,591 accounts
Employees
84
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 10, 2012
- Principal office
- 1880 CENTURY PARK EAST, SUITE 1017, LOS ANGELES, CA, 90067
- Phone
- (818) 835-8720
- Website
- HTTP://WWW.STEELPEAK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.15B
- Discretionary AUM
- $4.10B
- Non-discretionary AUM
- $47.0M
- Discretionary accounts
- 8,463
- Non-discretionary accounts
- 128
- Total accounts
- 8,591
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 25 | $392.2M |
| Investment companies | 1 | $0 |
| High net worth individuals | 858 | $3.23B |
| Pooled investment vehicles | 3 | $24.8M |
| Pension and profit sharing plans | 121 | $46.0M |
| Individuals (other than high net worth individuals) | 1,420 | $455.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.