Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

STEELPEAK WEALTH, LLC

dba STEELPEAK WEALTH, LLC · CRD 165168 · Registered Investment Adviser

Custody via related personManages private funds

STEELPEAK WEALTH, LLC is a Registered Investment Adviser headquartered in WOODLAND HILLS, CA. The firm reports $4,148,078,008 in regulatory assets under management across 8,591 accounts, and manages 3 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$4,101,101,046
Non-discretionary$46,976,962
Total RAUM$4,148,078,008
Accounts8,591

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 165168. adviserinfo.sec.gov/firm/summary/165168.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.