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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-10-2012
- Office Locations
- 15
Office Locations
About Steelpeak Wealth, LLC
SteelPeak Wealth, LLC is an RIA providing wealth management and financial planning, including tax and estate planning, insurance coordination, and portfolio construction. The firm serves business owners and entrepreneurs and builds multi-asset portfolios using ETFs and public funds alongside select alternatives (real estate, private equity/hedge funds, and digital assets). Operates retail and institutional relationships with a multi-office presence (e.g., CA, IL, FL).
Reported data analysis
What the numbers show
Between October 22, 2025 and March 25, 2026, reported AUM increased 20.6%, from $3.4B to $4.1B.
Across 5 reported observations, AUM increased 91.7% between September 16, 2022 and March 25, 2026, from $2.2B to $4.1B.
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 35 advisory representatives and 2,433 clients, or 69.5 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 15 reported office locations and 13 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Steelpeak Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MAZIAR NMN ESMAILBEIGI
Chief Investment Officer, Wealth Advisor
- CRD
- #4502889
- Ownership
- Less than 5%
Airene Williamson
Chief Compliance Officer, Chief Legal Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
PETER C AMLING
Vice President, Wealth Advisor
- CRD
- #5650069
Luke E Anderson
Financial Advisor, General Partner
- CRD
- #6692673
Showing 2 of 37 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,101,101,046 | $484,592 |
| Non-Discretionary | $46,976,962 | $367,008 |
| Total | $4,148,078,008 | $482,840 |
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Separately Managed Accounts
SMA allocation detail is available
Steelpeak Wealth, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Steelpeak Wealth, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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