Steven Lee Dymant

Employer firm

Steelpeak Wealth, LLC CRD 165168

$4.15B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 05/2018
  Echelon Asset Management
  Oakland, CA
• 09/2020 → 12/2021
  Prime Opportunities Investment Group, Llc
  Los Angeles, CA
• 06/2018 → 08/2019
  Walden Bridge Capital, Llc
  Chicago, IL
• 08/2018 → 09/2020
  Piedmont Partners Group Ventures, Llc
  Oakland, CA
• 08/2019 → 01/2023
  Sydasha Global Advisors, Llc
  Oakland, CA
• 02/2023 → Present
  Steel Peak Wealth Management
  Woodland Hills, CA

Previous Registrations

• 2021-06-10 → 2023-06-27
  Prime Opportunities Investment Group Llc
  Fountain Hills, AZ
  Oakland, CA
  Los Angeles, CA
• 2017-04-06 → 2018-05-18
  Echelon Asset Management
  Westport, CT
  Oakland, CA

Other Businesses

1) Vigilant Drone Defense; Investment Related: No; Location: 1055 West 7th Street - 33rd Floor, Los Angeles, CA 90017; Nature: Counter UAV Defense Technology Firm; Position: Member of the Board of Directors; Relationship: Board of Directors; Start Date: May 2022; Hours/Month: 3-5 hrs; Hours/Month during securities trading hours: 0; Duties: Board Member - provide advice on financing strategies (equity and debt), expansion strategies and strategic partnerships. 2) Mona Lisa Investments, LLC; Investment Related: Yes; Location: 15810 E Centipede Drive; Fountain Hills, AZ 85268; Nature: Single-purpose SPV that holds an investment in Vigilant Drone Defense Inc.; Position: General Partner; Relationship: General Partner; Start Date: May 2022; Hours/Month: 3-5 hrs; Hours/Month during securities trading hours: 0; Duties: General Partner - provide updates to underlying investors on a quarterly basis; answer ad hoc questions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-10
• S63 Uniform Securities Agent State Law Examination
  1988-10-29

Other Names

• Steve Dymant
• Steven L Dymant