SteelPeak Holdings, LLC
The parent company of the SteelPeak family of companies
Wealth
SteelPeak Wealth, LLC
The SEC registered RIA providing wealth planning and asset management solutions.
Alternative Solutions
SteelPeak Alternative Solutions, LLC
The company that provides innovative alternative investment strategies.
Estate Consulting
SteelPeak Estate Consulting, LLC
The company that helps build a legacy that lasts.
Tax Consulting
SteelPeak Tax Consulting, LLC
The company that simplifies your tax journey with expert insights and tailored solutions.
Insurance
SteelPeak Insurance Agency, LLC
The company that offers insurance and risk management solutions.
With key elements in place and the backing of a strong financial partner, SteelPeak is poised for future growth.
2012
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Created comprehensive wealth management platform focused on the fiduciary standard
2018
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SteelPeak approved to participate in Schwab Advisor Network (SAN)
2022
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SteelPeak Wealth crossed the $2B in AUM mark
2023
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Welcomed a minority investment by Emigrant Partners to fuel growth, crossed $3B in AUM
2024
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Launched in-house Tax Consulting and Estate Consulting offerings
2024
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Expanded to South Florida and Dallas
2025
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Bolstered Tax Consulting through acquisition of Accounting Firm
2025
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Launched Family Office services, opened Chicago office
