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STEELPEAK WEALTH, LLC
CRD 165168File 801-77132
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Clients | 2,427 | 2,428 | increased by1 |
| Apr 1, 2026 | Employees | 56 | 84 | increased by28 |
| Apr 1, 2026 | Clients | 2,358 | 2,427 | increased by69 |
| Apr 1, 2026 | AUM | $3,439,042,634 | $4,148,078,008 | increased by$709,035,374 |
| Apr 1, 2026 | Accounts | 8,369 | 8,591 | increased by222 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 44 | 56 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,576 | 2,358 | increased by782 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,163,660,942 | $3,439,042,634 | increased by$1,275,381,692 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,372 | 8,369 | increased by2,997 |
| Apr 1, 2022 | Employees | 28 | 44 | increased by16 |
| Apr 1, 2022 | Clients | 1,428 | 1,576 | increased by148 |
| Apr 1, 2022 | AUM | $1,443,090,044 | $2,163,660,942 | increased by$720,570,898 |
| Apr 1, 2022 | Accounts | 4,592 | 5,372 | increased by780 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STEELPEAK WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STEELPEAK WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.