SteelPeak Wealth

Overview

SteelPeak Wealth is an independent wealth management firm based in Woodland Hills, California. The firm offers a comprehensive suite of services, including investment management, financial planning, tax consulting, estate planning, and insurance solutions. Their approach is designed to help high-net-worth individuals and families achieve their financial goals through personalized strategies. The firm's investment focus spans various asset classes, such as private equity, private debt, and alternative investments. SteelPeak Wealth engages in multiple investment stages, including growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This diverse approach allows them to cater to a wide range of client needs and market conditions. SteelPeak Wealth has demonstrated a commitment to growth and expansion. In July 2025, the firm expanded into the Midwest by acquiring Amling Investments, marking its entry into the Chicago market. Additionally, in October 2025, SteelPeak Wealth launched its Family Office Services, providing a holistic, multi-generational approach to financial stewardship for high-net-worth individuals and families. These initiatives reflect the firm's dedication to evolving and enhancing its service offerings to meet the complex needs of its clients.

Investment Focus

• High-net-worth individuals and families seeking comprehensive wealth management solutions

Portfolio Companies