WOODLAND HILLS, CACRD 165168Latest ADV March 25, 2026
Steelpeak Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Woodland Hills, CA. Its latest Form ADV filing, dated March 25, 2026, reports $4.1B in regulatory assets under management, 84 employees, 12 offices, and 8,591 accounts.
Assets Under Management
$4.1B
Employees
84
Offices
12 offices
Total Clients
2,427
Primary office
WOODLAND HILLS, CA
21650 OXNARD STREET, SUITE 2300, WOODLAND HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
1,420
2
HNWI
35.4%
858
3
Pension Plans
5.0%
121
4
Corporations
1.0%
25
5
Pooled Investment Vehicles
0.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.1Bas of March 25, 2026
Discretionary98.9%
$4.1B
99% of total RAUM98.9%
Non-discretionary1.1%
$47M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.1B
Total Accounts8,591
10Y AUM Change+$3.4B (+491.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees84
Clients per Employee29:1
10Y Employee Change+54 (+180.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.