SteelPeak Wealth Management

EST. AUM
$4,148,078,008

CONTACTS
13

CLIENT ACCOUNTS
8,591

Firm Details

Metro area Los Angeles
CRD Number 165168
Website steelpeakwealth.com
Client types

Overview

SteelPeak Wealth Management is a $2.5-billion RIA in Woodland Hills, California. They are a growing RIA through advisors coming over from wirehouses. They allocate to mutual funds across all asset classes. The best way to get in front of their advisors and team is to coordinate a lunch meeting in which they'll bring their research folks and advisors into the office to hear your presentation.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SteelPeak Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company