SteelPeak Wealth
SteelPeak Wealth is a privately held, founder-led Registered Investment Advisor serving high-net-worth individuals and multi-generational families with integrated wealth management, investment management, family office, tax, estate, and insurance services across eight U.S. offices.
- Company typePrivate
- Founded2012
- HeadquartersWoodland Hills, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What SteelPeak Wealth does
SteelPeak Wealth is a privately held Registered Investment Advisor (RIA) founded in 2012 as SteelPeak Wealth LLC, headquartered in Woodland Hills, California. The firm delivers integrated wealth management services — including investment management, tax consulting, estate consulting, insurance planning, and multi-family office services — to high-net-worth individuals and multi-generational families, with a stated core team of over 80 professionals and 30-plus wealth advisors across eight U.S. offices (Woodland Hills, Beverly Hills, Newport Beach, Santa Barbara, Las Vegas, Boca Raton, Chicago, and Dallas). It is led by founding partners Reza Zamani (CEO), Maz Esmailbeigi (CIO), and Ali Zamani (CFO), supported by a dedicated Investment Committee that oversees discretionary portfolio management.
The firm's investment platform is built around three pillars: Elite Strategies (discretionary model portfolios across Equity, Asset Allocation, Dynamic, Income, and Enhanced mandates using stocks, bonds, ETFs, and options), Exclusive Strategies (custom portfolios for HNW clients with concentrated or low-cost-basis positions), and Separately Managed Accounts. A proprietary alternative-investment sleeve augments third-party offerings from Blackstone, Goldman Sachs, and Carlyle with in-house vehicles including the Goal-Line Growth Fund (sports-themed), Long-Short Equity Fund, and Capital Opportunity Fund. The platform is extended through the STPK Sports sub-brand, which packages sports-franchise and adjacent investment exposure.
Revenue is generated primarily through recurring wealth-management advisory fees on discretionary AUM, supplemented by investment-management fees, family office engagements, and tax and estate consulting engagements. Pricing is not publicly disclosed and is quote-based, organized under tiered service levels (Wealth Advisory, Private Client, Family Office). Go-to-market is relationship-based and field-led, anchored in advisor offices in dense affluent geographies, with content marketing (blog, YouTube, LinkedIn, Instagram) and consistent best-in-class recognition (Forbes Top RIAs, USA TODAY Best Financial Advisory Firms, Newsweek Top Financial Advisory Firms) used as top-of-funnel credibility levers and a referral program as the bottom-of-funnel conversion channel.
SteelPeak Wealth firmographics
Firmographics- Name
- SteelPeak Wealth
- Legal name
- SteelPeak Wealth LLC
- Website
- https://steelpeakwealth.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- SteelPeak Wealth is a privately held, founder-led Registered Investment Advisor serving high-net-worth individuals and multi-generational families with integrated wealth management, investment management, family office, tax, estate, and insurance services across eight U.S. offices.
- Ownership category
- akta.pro rank
SteelPeak Wealth industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Investment Management Advisory (RIA) (FSAEAAAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where SteelPeak Wealth is headquartered
LocationHeadquarters
- HQ city
- Woodland Hills
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
SteelPeak Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Wealth Management Advisory Fees: Ongoing advisory fees for comprehensive wealth management services including financial planning, investment management, and portfolio oversight.
- Investment Management Fees: Fees for discretionary portfolio management through Elite Strategies, Exclusive Strategies, and Separately Managed Accounts.
- Alternative Investments: Revenue from due diligence and recommendation of third-party alternative investments (Blackstone, Goldman Sachs, Carlyle) and proprietary alternative solutions (Goal-Line Growth Fund, Long-Short Equity Fund, Capital Opportunity Fund).
- Family Office Services: Comprehensive family office services for multi-generational wealth management.
- Estate and Tax Consulting: Specialized consulting services for estate planning and tax optimization.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
SteelPeak Wealth product offering
Product offeringCore offering
SteelPeak Wealth is a privately-held Registered Investment Advisor (RIA) that provides comprehensive wealth management and investment advisory services to high-net-worth individuals and families. The firm delivers integrated discretionary investment management (including proprietary and third-party mutual funds, alternative strategies, and separately managed accounts), family office services, estate consulting, tax consulting, and insurance planning through tiered service models (Wealth Advisory, Private Client, and Family Office).
Product overview
SteelPeak Wealth is a Registered Investment Advisor (RIA) offering a comprehensive wealth management platform with integrated investment management services. The firm provides a unified architecture combining core wealth management advisory with specialized investment products including Elite Strategies (discretionary model portfolios), Exclusive Strategies (custom portfolios for high-net-worth clients), and Alternative Solutions (proprietary funds including the Goal-Line Growth Fund, Long-Short Equity Fund, and Capital Opportunity Fund). Additional services include Family Office, Estate Consulting, Tax Consulting, Insurance Planning, and the sports-themed STPK Sports offering. The platform is built around an Investment Committee overseeing the Investment Platform consisting of Elite Strategies, Exclusive Strategies, and Alternative Strategies and Solutions.
Differentiator
Problem solved
Functional benefit
Brands
- STPK Sports: Sports-themed investment services including the Goal-Line Growth Fund for investing in sports franchises, real estate, tech innovations and related themes.
Companies that use SteelPeak Wealth
Customer profileSegments3 records
Ideal customer profiles2 records
SteelPeak Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
SteelPeak Wealth partnerships and signals
Strategic signalScale indicators5 records
Recent moves7 records
Expansion highlights6 records
SteelPeak Wealth competitors and assessment
Company assessmentDirect peers
- Carson Group: RIA with a national advisor-network model offering integrated wealth, investment, and business consulting services — directly comparable to SteelPeak's partnership RIA approach.
- Lido Advisors: Los Angeles-based RIA with a comprehensive wealth, tax, estate, and alternative investment offering; competes head-to-head with SteelPeak for HNW clients across Southern California.
- Hightower Advisors: Chicago-headquartered partnership RIA built on acquiring advisor teams and providing a multi-service wealth platform — analogous operating model and inorganic-growth strategy to SteelPeak.
- Mercer Advisors: RIA focused on HNW households with multi-generational planning, estate, tax, and investment services — directly competes for the same family-wealth and family-office client segments SteelPeak targets.
- Bessemer Trust: Private multi-family office serving UHNW and HNW families with investment management, estate, and tax services — directly comparable to SteelPeak's Family Office and multi-generational offering.
- Mariner Wealth Advisors: Comprehensive wealth manager with strong alternatives practice and multi-office footprint; closely mirrors SteelPeak's integrated advisory + proprietary alt funds model.
- Sanctuary Wealth: Partnership-model RIA platform that recruits experienced advisors and provides integrated wealth services — competes with SteelPeak for advisor talent and HNW clients.
- Glenmede: Wealth manager and investment advisor serving multi-generational families and foundations with discretionary portfolio management and trust services — closely analogous to SteelPeak's family-wealth focus.
- Creative Planning: Large independent RIA offering comprehensive wealth management, investment management, tax, and estate planning for HNW clients across multiple U.S. offices — directly comparable in service breadth and target client to SteelPeak.
Broad incumbents
- Edelman Financial Engines: Large national RIA offering wealth planning, investment management, and retirement plan services — overlapping capability set but broader mass-affluent orientation than SteelPeak's HNW tilt.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
SteelPeak Wealth social profiles
Digital presenceSteelPeak Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
SteelPeak Wealth leadership team
Management profileNumber of profiles
Profiles12 records
SteelPeak Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SteelPeak Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SteelPeak Wealth
What does SteelPeak Wealth do?
SteelPeak Wealth is a privately-held Registered Investment Advisor (RIA) that provides comprehensive wealth management and investment advisory services to high-net-worth individuals and families. The firm delivers integrated discretionary investment management (including proprietary and third-party mutual funds, alternative strategies, and separately managed accounts), family office services, estate consulting, tax consulting, and insurance planning through tiered service models (Wealth Advisory, Private Client, and Family Office).
Is SteelPeak Wealth a public or private company?
SteelPeak Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was SteelPeak Wealth founded?
SteelPeak Wealth was founded in 2012. It employs 11 to 50 people.
Where is SteelPeak Wealth based?
SteelPeak Wealth is headquartered in Woodland Hills, United States, in the North America region.
How does SteelPeak Wealth make money?
Five revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are investment Management Fees, alternative Investments, family Office Services and estate and Tax Consulting.
Who are SteelPeak Wealth's main competitors?
Direct peers on record are Carson Group, Lido Advisors, Hightower Advisors, Mercer Advisors, Bessemer Trust, Mariner Wealth Advisors, Sanctuary Wealth, Glenmede and Creative Planning. Edelman Financial Engines is listed as a broad incumbent.
Does SteelPeak Wealth have an API?
No public API is recorded for SteelPeak Wealth.
What industry is SteelPeak Wealth in?
SteelPeak Wealth's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite). Its NAICS code is 523940 and its SIC code is 6282.