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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-10-2012
- Office Locations
- 14
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).
Team overview
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CRM
Custodian
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Investment Vehicles
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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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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