Wealth manager, independent · LOS Angeles, CA
Steelpeak Wealth, LLC
SEC-registered investment adviser · CRD 165168 · SEC 801-77132
At a glance
Steelpeak Wealth, LLC is an SEC-registered investment adviser based in LOS Angeles, California, with $4.1B in regulatory assets under management as of its Form ADV filed July 29, 2026. It reports 2,278 individual clients, 858 of them high-net-worth, holding an average of about $1.6 million each, and 84 employees. That ranks it 273rd among the nation’s 5,657 independent wealth management RIAs and 31st of 714 in California. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 818-835-8720steelpeak.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.1B
- Rank among independent wealth managers
- #273 of 5,657
- Rank among all SEC RIAs
- #2,372 of 17,210
- Rank in California
- #31 of 714
- Individual clients
- 2,278
- High-net-worth clients
- 858
- Accounts
- 8,591
- Discretionary
- 99% of AUM
- Employees
- 84
- Advisory staff
- 35
- Offices
- 15
Owners and executives on its Form ADV
- Reza N. ZamaniChief Executive Officer
- Maziar N. EsmailbeigiChief Investment Officer
- Alireza N. ZamaniChief Financial Officer
- Airene WilliamsonChief Compliance Officer and Chief Legal Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Steelpeak Wealth, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 858 | $3.2B | 78% |
| Individuals | 1,420 | $455M | 11% |
| Corporations or other businesses | 25 | $392M | 9% |
| Pension and profit sharing plans | 121 | $46M | 1% |
| Pooled investment vehicles | 3 | $25M | <1% |
| Investment companies | 1 | $0M | 0% |
Private funds
Steelpeak Wealth, LLC reports 4 private funds with $25M in gross assets: hedge funds, private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Steelpeak Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗steelpeak.com ↗
AtlasMembers
The full record on Steelpeak Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 987 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 7Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Clifford Swan Investment CounselorsPasadena | $4.5B | 884 |
| Sand Hill Global Advisors, LLCPalo Alto | $4.4B | 546 |
| Halbert HargroveLong Beach | $4.2B | 1,457 |
| Gerber Kawasaki Wealth & Investment ManagementSanta Monica | $4.1B | 9,425 |
| Team Hewins, LLCFoster City | $4.0B | 551 |
| Vernal Point Advisors, LLCSAN Francisco | $3.9B | 18 |
Background
Questions
How much does Steelpeak Wealth, LLC manage?
Steelpeak Wealth, LLC reports $4.1B in regulatory assets under management across 8,591 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 29, 2026.
How many clients does Steelpeak Wealth, LLC have?
It reports 2,278 individual clients: 858 high-net-worth individuals and 1,420 other individuals. Individuals account for about 89% of its regulatory assets.
Where is Steelpeak Wealth, LLC headquartered?
Its main office is in LOS Angeles, California. It reports 15 offices in total and 84 employees, 35 of whom perform investment advisory functions.
How does Steelpeak Wealth, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Steelpeak Wealth, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 29, 2026, it reports these amounts held: Charles Schwab ($4.0B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Steelpeak Wealth, LLC a hybrid RIA with a broker-dealer?
Steelpeak Wealth, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Steelpeak Wealth, LLC a fiduciary?
As an SEC-registered investment adviser, Steelpeak Wealth, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Steelpeak Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →