Albuquerque skyline

SteelPeak expands to Albuquerque with the addition of Heidi Wilson as wealth advisor

LOS ANGELES, Calif., June 28, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce…

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Tax forms and calculator

SteelPeak Announces Appointment of Rina Pineda, CPA, MST as Director of Tax Consulting

LOS ANGELES, Calif., May 20, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce…

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SteelPeak Appoints Leonard Green as Director of Investments

LOS ANGELES, Calif., Apr. 2, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce…

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SteelPeak Expands with the Addition of Wealth Advisor Sam Sosa

Sam Sosa joins as wealth advisor and will be integral to SteelPeak’s presence in Santa Barbara LOS ANGELES, Calif., March…

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SteelPeak Expands into Boca Raton, Florida with Key Appointment

John Perry joins as senior wealth advisor and will be integral to SteelPeak’s expansion in Boca Raton, FL LOS ANGELES,…

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SteelPeak Expands into Miami with Key Appointment

SteelPeak Expands into Miami with Key Appointment Chris Callaway joins as wealth advisor and will be integral to opening SteelPeak’s…

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SteelPeak Expands Southern California Presence into Beverly Hills with Acquisition

SteelPeak Expands Southern California Presence into Beverly Hills with Acquisition The deal marks SteelPeak’s first transaction of 2024 LOS ANGELES,…

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SteelPeak Wealth Expands Presence into Las Vegas

LOS ANGELES, CA, July 25, 2023 – Robert Venezia, AIF®, MBA of Key Asset Advisors is joining SteelPeak Wealth, bringing…

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Beverly Hills

SteelPeak Wealth Expands to Newport Beach

LOS ANGELES, CA, May 1, 2023 – SteelPeak Wealth is pleased to announce senior wealth advisor, Jim Bray, CFP®, is…

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SteelPeak & LAFC So Cal: Dedicated to Empowering Youth Athletes Both On & Off the Field

SteelPeak Wealth is proud to partner with LAFC So Cal in sharing our core values of helping young individuals achieve…

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