SteelPeak Wealth is thrilled to be celebrating a company milestone— our nine-year anniversary since inception! While our beginnings may have been small, SteelPeak has continued to grow its workforce of talented and inspirational team-members year after year.
While we relish in this exciting time, let’s take a look back at some of SteelPeak’s proudest milestones:
–Early 2010’s: The idea for SteelPeak Wealth is born by its Founding Partners: Reza Zamani, Maziar Esmailbeigi, and Ali Zamani who all dreamed of going independent. With previous experience in the financial industry at major Wall Street firms along with their long-standing personal ties, the Founding Partners were able to use their industry knowledge to conceptualize the formation of SteelPeak Wealth.
– October 12th, 2012: SteelPeak Wealth officially opens its doors in Woodland Hills, California as an independent advisory firm dedicated to providing a higher level of value and exceptional service to clients, choosing Charles Schwab & Co., Inc. as the primary custodian for our clients’ accounts.
–2021: Approaches $2 Billion assets under management.
–Today: SPWM’s team of top-skilled employees has grown to 40+ people who are dedicated to running a trustworthy, responsive, and diligent business that provides exceptional service and value to its clients.
As SteelPeak honors this important day in company history, we want to thank our clients for their continued support. Their satisfaction is what keeps us motivated and inspired to thrive in the market today.