SteelPeak Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, selecting other managers, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 2,500 clients last fiscal year. The firm advises 4 private funds.
SteelPeak Wealth reports 2,428 clients. They include 1,420 individual clients, 858 high-net-worth individuals, and 121 pension and profit-sharing plans. Of its assets, 98.9% ($4.1B across 8,463 accounts) are managed with discretion; $47M across 128 accounts are not. Of its clients, 2% are outside the U.S. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 11% |
| High-net-worth individuals | 35% | 78% |
| Investment companies | <1% | 0% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | 5% | 1% |
| Other client typesCorporations and other businesses | 1% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,420 | $455M | 11.0% | $321K |
| High-net-worth individuals | 858 | $3.23B | 77.9% | $3.76M |
| Investment companies | 1 | $0 | 0.0% | $0 |
| Pooled investment vehicles | 3 | $24.8M | 0.6% | $8.28M |
| Pension and profit-sharing plans | 121 | $46M | 1.1% | $380K |
| Corporations and other businesses | 25 | $392M | 9.5% | $15.7M |
| Total | 2,428 | $4.15B | 100% | $1.71M |
- Clients
- 1,420
- Regulatory AUM
- $455M
- AUM share
- 11.0%
- Avg. per client
- $321K
- Clients
- 858
- Regulatory AUM
- $3.23B
- AUM share
- 77.9%
- Avg. per client
- $3.76M
- Clients
- 1
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
- Clients
- 3
- Regulatory AUM
- $24.8M
- AUM share
- 0.6%
- Avg. per client
- $8.28M
- Clients
- 121
- Regulatory AUM
- $46M
- AUM share
- 1.1%
- Avg. per client
- $380K
- Clients
- 25
- Regulatory AUM
- $392M
- AUM share
- 9.5%
- Avg. per client
- $15.7M
Total
- Clients
- 2,428
- Regulatory AUM
- $4.15B
- AUM share
- 100%
- Avg. per client
- $1.71M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 4
- Financial planning clients last fiscal year
- 2500
SteelPeak Wealth charges 0.75%–1.75% a year for its Investment management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting are negotiable fixed fees of $500 to $5,000, with half payable when the advisory agreement is signed.
Steelpeak Holdings LLC owns 75% or more of SteelPeak Wealth and is in turn owned by The Reza Zamani Living Trust (50–75%). Reza Zamani is CEO; the leadership team includes Chief Investment Officer Maziar Esmailbeigi, Chief Financial Officer Alireza Zamani and Chief Compliance Officer Airene Williamson. It has 84 employees, 35 of them in advisory roles.
Leadership
- Reza ZamaniChief Executive Officer
- Alireza ZamaniChief Financial Officer
- Airene WilliamsonChief Compliance Officer and Chief Legal Officer
- Maziar EsmailbeigiChief Investment Officer
Investment adviser representatives
42 representatives listed in the SEC register as of 9 October 2026.
- Peter C Amling
- Luke E Anderson
- Ethan Ashbrook
- Joseph Frederick Auday
- Stacy Ann Borek
- Joseph Philip Brandolino
- Kingsley Yu Man Choi
- Christine Marie Mueller Coley
- Malley Curtis Cooper
- Dalia Farouq Dardoon
- Jessica Lauren Donovan
- Steven Lee Dymant
- Maziar NMN Esmailbeigi
- Hamza Farooquee
- brendan Finneran
- Ceasar Thomas Garvida
- Anita Marilyn Heller
- Justin Raymond Iskander
- Andrew Harris Jacobson
- Michael T Janis
- Mark Koellner
- Rogelio Lopez
- Jack William Martin
- Brandon Howard Hipos McAuslen
- Andrew Moss
- Flavia Bastos Nunes
- Jordan Bradford Peterson
- Michael Rashtian
- Morten Roness
- Derek Hong Hao Ruan
- Ryan Cyrus Saidi
- Jonathan David Sheen
- Michael Charles Shotton
- Wayne Tai Slappy
- Samuel Sosa
- Enrique Teodoro Papag Vargas
- Robert Bruce Venezia
- Anthony Hayato Walsh
- Heidi Noelle Wilson
- Richard Scott Winer
- Alireza NMN Zamani
- Reza NMN Zamani
Staff
- 84 employees
- 35 in advisory functions
- 34 state-registered reps
- 13 insurance agents
- 5 soliciting firms
- Owns 75% or more of Steelpeak Wealth, LLC
Steelpeak Holdings LLC
Control person · since September 2023
- Owns 50% to 75% of Steelpeak Holdings LLC
The Reza Zamani Living Trust
Control person · since September 2023
Reza Zamani
Trustee · Control person · since September 2023
SteelPeak Wealth’s regulatory assets grew 2.9× from $1.44B (April 2021) to $4.15B (July 2026); clients rose from 1,428 to 2,428 and employees from 28 to 84.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $4.15B | 2,428 | 84 | 15 |
| July 2025 | $3.44B | 2,358 | 56 | 10 |
| June 2024 | $2.54B | 2,043 | 46 | 10 |
| June 2023 | $1.89B | 1,746 | 37 | 3 |
| March 2022 | $2.16B | 1,576 | 44 | 3 |
| April 2021 | $1.44B | 1,428 | 28 | 3 |
Besides its headquarters, SteelPeak Wealth has 14 offices (7 private residences, listed without an address), with 8 listed addresses across 4 states.
California · 5 listed addresses
- 1880 Century Park East, Suite 1017, Los AngelesHQ
- 4100 Newport Place Drive, Newport Beach
- 9454 Wilshire BLVD, Beverly Hills
- 1014 Santa Barbara Street, Santa Barbara
- 21650 Oxnard Street, Woodland Hills
Florida · 1 listed address
- 150 E. Palmetto Park RD., Boca Raton
Illinois · 1 listed address
- 155 North Wacker Drive, Chicago
Nevada · 1 listed address
- 1120 N. Town Center Drive, Las Vegas
Other business names
SteelPeak Wealth has reported 3 other business names to the SEC.
- Alpha Summit Investments
- Steelpeak Sports
- Steelpeak Wealth
Contact and registration details
- Legal name
- Steelpeak Wealth, LLC
- Headquarters
- 1880 Century Park East, Suite 1017, Los Angeles, CA 90067
- Website
- steelpeak.com
- Phone
- 818-835-8720
- @steel-peak-wealth-management
- SEC file
- 801-77132
- Founded
- 2012
- Structure
- Delaware LLC
- Fiscal year end
- December
SteelPeak Wealth uses Charles Schwab ($4.04B) as custodian for its separately managed accounts. SteelPeak Wealth has custody of $789M in client assets for 1,191 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $4.04B100%
At year end, SteelPeak Wealth’s separately managed accounts were mostly in stocks (53%) and funds (39%).
What the accounts hold
- Stocks53%
- Exchange-traded equities52%
- Non-exchange-traded equities1%
- Funds39%
- Registered funds35%
- Pooled vehicles4%
- Bonds7%
- U.S. government and agency bonds5%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
How many clients does SteelPeak Wealth have?
SteelPeak Wealth has 2,428 clients and manages $4.15 billion for them, as of July 2026. They include 1,420 individual clients, 858 high-net-worth individuals, and 121 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does SteelPeak Wealth offer?
SteelPeak Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, selecting other managers, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does SteelPeak Wealth charge?
SteelPeak Wealth charges 0.75%–1.75% a year for its Investment management. The fee is billed in advance and is negotiable.
Which custodians does SteelPeak Wealth use?
SteelPeak Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $4.04B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does SteelPeak Wealth have?
SteelPeak Wealth has 34 investment adviser representatives registered with state securities authorities, out of 84 employees, and 35 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 13 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SteelPeak Wealth invest in?
At the end of its last fiscal year, SteelPeak Wealth’s separately managed accounts held 52% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 4% pooled vehicles (private funds and similar), 1% non-exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents. It advises 4 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SteelPeak Wealth?
SteelPeak Wealth’s direct owner is Steelpeak Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does SteelPeak Wealth get paid?
SteelPeak Wealth is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is SteelPeak Wealth registered with the SEC?
Yes, SteelPeak Wealth has been registered with the SEC as an investment adviser since 10 September 2012. Its CRD number is 165168 and its SEC file number is 801-77132.
Source: Form ADV Part 1A, Item 1, filed 29 July 2026; IAPD firm record
How do I contact SteelPeak Wealth?
SteelPeak Wealth’s main office is at 1880 Century Park East, Suite 1017, Los Angeles, CA 90067. Its phone number is 818-835-8720. Its website is steelpeak.com.