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STEELPEAK WEALTH, LLC

LOS ANGELES, CA · CRD 165168 · IAPD ↗ · steelpeak.com · (818) 835-8720

$4.15BRegulatory AUM
35Advisory reps
84Employees
5Clients
More than 500Planning clients
4Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — STEELPEAK WEALTH, LLC moved its main office from WOODLAND HILLS, CA to LOS ANGELES, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
August 2026 — STEELPEAK WEALTH, LLC added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — STEELPEAK WEALTH, LLC added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2026 — STEELPEAK WEALTH, LLC grew from 29 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — STEELPEAK WEALTH, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — STEELPEAK WEALTH, LLC reported RAUM up 36% ($2.54B -> $3.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — STEELPEAK WEALTH, LLC changed its website from spdynamicadvisor.com to steelpeak.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2024 — STEELPEAK WEALTH, LLC added office(s): 6 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — STEELPEAK WEALTH, LLC reported RAUM up 34% ($1.89B -> $2.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
April 2024 — STEELPEAK WEALTH, LLC grew from 20 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.