Assets Under Management
$3.4B
Number of Clients
2,358
Number of Advisors
29
Average Client AUM
$1.5M
AUM per Advisor
$118.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
SteelPeak Wealth provides financial planning, consulting, and investment management services. They manage client portfolios using mutual funds, ETFs, and independent managers. They offer SteelPeak Elite, Exclusive, and Alternative Strategies. They also provide private investment consulting and non-purpose loan investment consulting services.
21650 Oxnard Street, Suite 2300, Woodland Hills, CA, 91367