SteelPeak Wealth
Financial Services • 
Los Angeles, California, United States • 51-100 Employees
Company overview
| Headquarters | 21650 Oxnard Street, Suite 2300, Woodland Hills, CA 91367, US |
| Phone number | +18188358720 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Risk Management, Tax Planning, Wealth Management, Trust And Estate Planning, Disability, Portfolio Management, Insurance, Financial Planning, Alternative Investments, Retirement, Independent Advisory, Investment Management, College Funding, Charitable Giving, Independent Wealth Management, Investment Solutions, Cash Flow Analysis, Cash Flow Strategies, Tax Harvesting, Fixed Insurance Solutions |
| Founded | 2012 |
| Employees | 51-100 |
| Socials |
Key Contacts at SteelPeak Wealth
Pete Alliegro
Director Of Business Development
Zack Farooquee
Director, Advisory Services
Steven Dymant
Director Of Alternative Investments
Joseph Fusaro
Director Of Operations
Leonard Green
Director Of Investments, Compliance And Risk Manager
Rina Pineda
Director Of Tax Consulting
SteelPeak Wealth Email Formats
SteelPeak Wealth uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@spwm.com), used 51.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@spwm.com | 51.1% |
{first name}.{last name} | john.doe@spwm.com | 42.6% |
{first initial} | j@spwm.com | 4.3% |
{first initial}.{first initial} | j.j@spwm.com | 2.1% |
About SteelPeak Wealth
SteelPeak Wealth is an independent wealth management firm that helps individuals and families achieve their financial aspirations. We build wealth for every life stage, transforming complexity into clarity using a disciplined, proprietary process with a proven track record of success serving as fiduciaries. SteelPeak Wealth takes a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. With dexterity and enthusiasm, SteelPeak Wealth develops bespoke wealth management programs to transform financial dreams into financial plans within reach.
SteelPeak Wealth revenue & valuation
| Annual revenue | $6,502,180 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $20,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
SteelPeak Wealth has 49 employees across 8 departments.
Departments
Number of employees
Funding Data
SteelPeak Wealth has never raised funding before.
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