Anita Marilyn Heller

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

• 11/2024 → 02/2025
  University Of California, Santa Barbara: Carrillo Dining Commons
  Santa Barbara, CA
• 08/2021 → 06/2025
  University Of California, Santa Barbara
  Santa Barbara, CA
• 07/2025 → Present
  Steelpeak Wealth, Llc
  Woodland Hills, CA
• 06/2024 → 08/2024
  Jpmorgan Private Bank
  Westlake Village, CA
• 06/2023 → 09/2023
  One Capital Management, Llc
  Westlake Village, CA
• 06/2022 → 08/2022
  Amerihome Mortgage Company, Llc
  Westlake Village, CA
• 07/2021 → 09/2021
  Jersey Mike's Subs
  Newbury Park, CA
• 12/2015 → 08/2021
  Education
  Newbury Park, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-26
• S66 Uniform Combined State Law Examination
  2025-08-23