SteelPeak expands to Billings with the addition of Christine Mueller Coley as wealth advisor
LOS ANGELES, Calif., July 24, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce…
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SteelPeak expands to Dallas with the addition of Mark Koellner as wealth advisor
LOS ANGELES, Calif., July 22, 2024 — SteelPeak Wealth (“SteelPeak”) a subsidiary of SteelPeak Holdings, LLC is pleased to announce…
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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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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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