STEELPEAK WEALTH, LLC
CRD #165168 SEC #801-77132 WOODLAND HILLS, CA (818) 835-8720
SEC Registered Private Funds
Total AUM
$3.4B
Discretionary
$3.4B
Employees
56
Clients
--
Accounts
8,369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $3.4B | $3.4B | $33.3M | 56 | 4 |
| Jul 2025 | $3.4B | $3.4B | $33.3M | 56 | 4 |
| Jul 2025 | $3.4B | $3.4B | $33.3M | 56 | 4 |
| Apr 2025 | $3.4B | $3.4B | $33.3M | 56 | 4 |
| Mar 2025 | $3.4B | $3.4B | $33.3M | 56 | 4 |
| Dec 2024 | $2.5B | $2.5B | $23.9M | 46 | 2 |
| Sep 2024 | $2.5B | $2.5B | $23.9M | 46 | 2 |
| Aug 2024 | $2.5B | $2.5B | $23.9M | 46 | 2 |
| Jun 2024 | $2.5B | $2.5B | $23.9M | 46 | 2 |
| May 2024 | $2.5B | $2.5B | $23.9M | 46 | 2 |
| Apr 2024 | $2.5B | $2.5B | $23.9M | 46 | 2 |
| Apr 2024 | $2.5B | $2.5B | $23.9M | 46 | 2 |
| Mar 2024 | $2.5B | $2.5B | $23.9M | 46 | 2 |
| Mar 2024 | $2.5B | $2.5B | $23.9M | 46 | 2 |
| Dec 2023 | $1.9B | $1.9B | $21.3M | 37 | 2 |
| Oct 2023 | $1.9B | $1.9B | $21.3M | 37 | 2 |
| Aug 2023 | $1.9B | $1.9B | $21.3M | 37 | 2 |
| Jun 2023 | $1.9B | $1.9B | $21.3M | 37 | 2 |
| Apr 2023 | $1.9B | $1.9B | $21.3M | 37 | 2 |
| Mar 2023 | $1.9B | $1.9B | $21.3M | 37 | 2 |
| Sep 2022 | $2.2B | $2.1B | $24M | 44 | 3 |
| Mar 2022 | $2.2B | $2.1B | $24M | 44 | 3 |
| Dec 2021 | $1.4B | $1.4B | $23.2M | 28 | 4 |
| Sep 2021 | $1.4B | $1.4B | $23.2M | 28 | 4 |
| Apr 2021 | $1.4B | $1.4B | $23.2M | 28 | 4 |
| Mar 2021 | $1.4B | $1.4B | $23.2M | 28 | 4 |
| Jul 2020 | $976.6M | $957.7M | $19M | 24 | 2 |
| Jun 2020 | $976.6M | $957.7M | $19M | 24 | 2 |
| Jun 2020 | $976.6M | $957.7M | $19M | 24 | 2 |
| Jun 2020 | $976.6M | $957.7M | $19M | 24 | 2 |
| Mar 2020 | $976.6M | $957.7M | $19M | 24 | 2 |
| Mar 2020 | $976.6M | $957.7M | $19M | 24 | 2 |
| Jan 2020 | $684M | $664.5M | $19.5M | 22 | 3 |
| Jan 2020 | $684M | $664.5M | $19.5M | 22 | 3 |
| Jan 2020 | $684M | $664.5M | $19.5M | 22 | 3 |
| Nov 2019 | $684M | $664.5M | $19.5M | 22 | 3 |
| Aug 2019 | $684M | $664.5M | $19.5M | 22 | 3 |
| Jun 2019 | $684M | $664.5M | $19.5M | 22 | 3 |
| Jun 2019 | $684M | $664.5M | $19.5M | 22 | 3 |
| Apr 2019 | $684M | $664.5M | $19.5M | 22 | 3 |
| Mar 2019 | $684M | $664.5M | $19.5M | 22 | 3 |
| Mar 2019 | $684M | $664.5M | $19.5M | 22 | 3 |
| Oct 2018 | $842.2M | $821.9M | $20.3M | 24 | 10 |
| May 2018 | $842.2M | $821.9M | $20.3M | 24 | 10 |
| Mar 2018 | $842.2M | $821.9M | $20.3M | 24 | 10 |
| Sep 2017 | $701.6M | $681.6M | $20M | 30 | 1,310 |
| Sep 2017 | $701.6M | $681.6M | $20M | 30 | 1,310 |
| Aug 2017 | $701.6M | $681.6M | $20M | 30 | 1,310 |
| Jul 2017 | $701.6M | $681.6M | $20M | 29 | 1,310 |
| Jul 2017 | $701.6M | $681.6M | $20M | 29 | 1,310 |
| May 2017 | $701.6M | $681.6M | $20M | 30 | 1,310 |
| Apr 2017 | $701.6M | $681.6M | $20M | 30 | 1,310 |
| Apr 2017 | $701.6M | $681.6M | $20M | 30 | 1,310 |
| Mar 2017 | $701.6M | $681.6M | $20M | 30 | 1,310 |
| Jan 2017 | $465.4M | $444.3M | $21.1M | 30 | 800 |
| Oct 2016 | $465.4M | $444.3M | $21.1M | 30 | 800 |
| Sep 2016 | $465.4M | $444.3M | $21.1M | 29 | 800 |
| Apr 2016 | $465.4M | $444.3M | $21.1M | 21 | 800 |
| Mar 2016 | $465.4M | $444.3M | $21.1M | 21 | 800 |
| Feb 2016 | $465.4M | $444.3M | $21.1M | 21 | 800 |
| Oct 2015 | $371.4M | $329.6M | $41.8M | 17 | 500 |
| Apr 2015 | $371.4M | $329.6M | $41.8M | 17 | 500 |
| Feb 2015 | $371.4M | $329.6M | $41.8M | 17 | 500 |
| Oct 2014 | $338.6M | $303.8M | $34.8M | 9 | 500 |
| May 2014 | $338.6M | $303.8M | $34.8M | 9 | 500 |
| Apr 2014 | $338.6M | $303.8M | $34.8M | 9 | 500 |
| Mar 2014 | $338.6M | $303.8M | $34.8M | 9 | 500 |
| Mar 2014 | $338.6M | $303.8M | $34.8M | 9 | 500 |
| May 2013 | $273M | $248M | $25M | 6 | 0 |
| Apr 2013 | $273M | $248M | $25M | 6 | 0 |
| Apr 2013 | $273M | $248M | $25M | 6 | 0 |
| Feb 2013 | $273M | $248M | $25M | 6 | 0 |
| Dec 2012 | $300M | $235M | $65M | 6 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateOct 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$33.3M
Employees56
Clients4
DateJul 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$33.3M
Employees56
Clients4
DateJul 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$33.3M
Employees56
Clients4
DateApr 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$33.3M
Employees56
Clients4
DateMar 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$33.3M
Employees56
Clients4
DateDec 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$23.9M
Employees46
Clients2
DateSep 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$23.9M
Employees46
Clients2
DateAug 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$23.9M
Employees46
Clients2
DateJun 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$23.9M
Employees46
Clients2
DateMay 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$23.9M
Employees46
Clients2
DateApr 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$23.9M
Employees46
Clients2
DateApr 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$23.9M
Employees46
Clients2
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$23.9M
Employees46
Clients2
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$23.9M
Employees46
Clients2
DateDec 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$21.3M
Employees37
Clients2
DateOct 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$21.3M
Employees37
Clients2
DateAug 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$21.3M
Employees37
Clients2
DateJun 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$21.3M
Employees37
Clients2
DateApr 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$21.3M
Employees37
Clients2
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$21.3M
Employees37
Clients2
DateSep 2022
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$24M
Employees44
Clients3
DateMar 2022
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$24M
Employees44
Clients3
DateDec 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.2M
Employees28
Clients4
DateSep 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.2M
Employees28
Clients4
DateApr 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.2M
Employees28
Clients4
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.2M
Employees28
Clients4
DateJul 2020
Total AUM$976.6M
Discretionary$957.7M
Non-Disc.$19M
Employees24
Clients2
DateJun 2020
Total AUM$976.6M
Discretionary$957.7M
Non-Disc.$19M
Employees24
Clients2
DateJun 2020
Total AUM$976.6M
Discretionary$957.7M
Non-Disc.$19M
Employees24
Clients2
DateJun 2020
Total AUM$976.6M
Discretionary$957.7M
Non-Disc.$19M
Employees24
Clients2
DateMar 2020
Total AUM$976.6M
Discretionary$957.7M
Non-Disc.$19M
Employees24
Clients2
DateMar 2020
Total AUM$976.6M
Discretionary$957.7M
Non-Disc.$19M
Employees24
Clients2
DateJan 2020
Total AUM$684M
Discretionary$664.5M
Non-Disc.$19.5M
Employees22
Clients3
DateJan 2020
Total AUM$684M
Discretionary$664.5M
Non-Disc.$19.5M
Employees22
Clients3
DateJan 2020
Total AUM$684M
Discretionary$664.5M
Non-Disc.$19.5M
Employees22
Clients3
DateNov 2019
Total AUM$684M
Discretionary$664.5M
Non-Disc.$19.5M
Employees22
Clients3
DateAug 2019
Total AUM$684M
Discretionary$664.5M
Non-Disc.$19.5M
Employees22
Clients3
DateJun 2019
Total AUM$684M
Discretionary$664.5M
Non-Disc.$19.5M
Employees22
Clients3
DateJun 2019
Total AUM$684M
Discretionary$664.5M
Non-Disc.$19.5M
Employees22
Clients3
DateApr 2019
Total AUM$684M
Discretionary$664.5M
Non-Disc.$19.5M
Employees22
Clients3
DateMar 2019
Total AUM$684M
Discretionary$664.5M
Non-Disc.$19.5M
Employees22
Clients3
DateMar 2019
Total AUM$684M
Discretionary$664.5M
Non-Disc.$19.5M
Employees22
Clients3
DateOct 2018
Total AUM$842.2M
Discretionary$821.9M
Non-Disc.$20.3M
Employees24
Clients10
DateMay 2018
Total AUM$842.2M
Discretionary$821.9M
Non-Disc.$20.3M
Employees24
Clients10
DateMar 2018
Total AUM$842.2M
Discretionary$821.9M
Non-Disc.$20.3M
Employees24
Clients10
DateSep 2017
Total AUM$701.6M
Discretionary$681.6M
Non-Disc.$20M
Employees30
Clients1,310
DateSep 2017
Total AUM$701.6M
Discretionary$681.6M
Non-Disc.$20M
Employees30
Clients1,310
DateAug 2017
Total AUM$701.6M
Discretionary$681.6M
Non-Disc.$20M
Employees30
Clients1,310
DateJul 2017
Total AUM$701.6M
Discretionary$681.6M
Non-Disc.$20M
Employees29
Clients1,310
DateJul 2017
Total AUM$701.6M
Discretionary$681.6M
Non-Disc.$20M
Employees29
Clients1,310
DateMay 2017
Total AUM$701.6M
Discretionary$681.6M
Non-Disc.$20M
Employees30
Clients1,310
DateApr 2017
Total AUM$701.6M
Discretionary$681.6M
Non-Disc.$20M
Employees30
Clients1,310
DateApr 2017
Total AUM$701.6M
Discretionary$681.6M
Non-Disc.$20M
Employees30
Clients1,310
DateMar 2017
Total AUM$701.6M
Discretionary$681.6M
Non-Disc.$20M
Employees30
Clients1,310
DateJan 2017
Total AUM$465.4M
Discretionary$444.3M
Non-Disc.$21.1M
Employees30
Clients800
DateOct 2016
Total AUM$465.4M
Discretionary$444.3M
Non-Disc.$21.1M
Employees30
Clients800
DateSep 2016
Total AUM$465.4M
Discretionary$444.3M
Non-Disc.$21.1M
Employees29
Clients800
DateApr 2016
Total AUM$465.4M
Discretionary$444.3M
Non-Disc.$21.1M
Employees21
Clients800
DateMar 2016
Total AUM$465.4M
Discretionary$444.3M
Non-Disc.$21.1M
Employees21
Clients800
DateFeb 2016
Total AUM$465.4M
Discretionary$444.3M
Non-Disc.$21.1M
Employees21
Clients800
DateOct 2015
Total AUM$371.4M
Discretionary$329.6M
Non-Disc.$41.8M
Employees17
Clients500
DateApr 2015
Total AUM$371.4M
Discretionary$329.6M
Non-Disc.$41.8M
Employees17
Clients500
DateFeb 2015
Total AUM$371.4M
Discretionary$329.6M
Non-Disc.$41.8M
Employees17
Clients500
DateOct 2014
Total AUM$338.6M
Discretionary$303.8M
Non-Disc.$34.8M
Employees9
Clients500
DateMay 2014
Total AUM$338.6M
Discretionary$303.8M
Non-Disc.$34.8M
Employees9
Clients500
DateApr 2014
Total AUM$338.6M
Discretionary$303.8M
Non-Disc.$34.8M
Employees9
Clients500
DateMar 2014
Total AUM$338.6M
Discretionary$303.8M
Non-Disc.$34.8M
Employees9
Clients500
DateMar 2014
Total AUM$338.6M
Discretionary$303.8M
Non-Disc.$34.8M
Employees9
Clients500
DateMay 2013
Total AUM$273M
Discretionary$248M
Non-Disc.$25M
Employees6
Clients0
DateApr 2013
Total AUM$273M
Discretionary$248M
Non-Disc.$25M
Employees6
Clients0
DateApr 2013
Total AUM$273M
Discretionary$248M
Non-Disc.$25M
Employees6
Clients0
DateFeb 2013
Total AUM$273M
Discretionary$248M
Non-Disc.$25M
Employees6
Clients0
DateDec 2012
Total AUM$300M
Discretionary$235M
Non-Disc.$65M
Employees6
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0