STEELPEAK WEALTH, LLC
Firm details
- Headquarters
- WOODLAND HILLS, California
- CRD number
- 165168
- Registered since
- September 10, 2012
- Website
- steelpeakwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI77.86%
- Individuals10.97%
- Corporations / Businesses9.46%
- Pension & Profit Sharing Plans1.11%
- Pooled Investment Vehicles0.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Steelpeak Wealth, LLC is an independent SEC-registered registered investment adviser formed in 2012 that serves individual, family and institutional clients. The firm functions as a capital allocator and offers a mix of fee structures — percentage of AUM, fixed fees, and performance-based fees — and provides financial planning, discretionary portfolio management for individuals and businesses, and selection of third‑party advisers. Steelpeak reports relationships with accountants and insurance companies and participates as sponsor/GP or managing member of pooled vehicles. The firm does not identify as an active ESG investor. Steelpeak has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and Forbes’ America’s Top RIA Firms lists in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds35%
- US Government Bonds5%
- Private Funds4%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 4ALIREZA ZAMANI
FOUNDING PARTNER, CFOCRD 4807530
MAZIAR ESMAILBEIGI
Founding Partner & Chief Investment OfficerCRD 4502889
REZA ZAMANI
Founding Partner & CEOCRD 4030756
Contacts
3 of 32STACY BOREK
Wealth AdvisorCRD 4700708
MICHAEL JANIS
SVPCRD 5308832
Ryan Saidi
Vice President, Wealth AdvisorCRD 6659702
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 234Active vs passive
$1.2B in ETFs
83%
$1B
13%
$209M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $97.6M | 149,701 | 7.84% |
Location
WOODLAND HILLS, CA
LOS ANGELES
Location
WOODLAND HILLS, CA
Headquartered in WOODLAND HILLS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 21650 Oxnard St
- Time zone
- PT (UTC-8)
- Office locations
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