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Steelpeak Wealth, LLC CRD 165168
$4.15B regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
433 N. Camden Drive Suite 540, Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Irvine | CA | 08/2014 | 12/2021 |
| Otaku Coffee Lab, Llc | Covina | CA | 12/2021 | 12/2024 |
| Transglobal Advisory, Llc | Monrovia | CA | 02/2024 | 01/2025 |
| Steelpeak Wealth, Llc | Beverly Hills | CA | 01/2025 | Present |
Insurance Agent; Investment Related; at reported business location; insurance sales; Agent; 01/21/2025; 160 hours/month, 160 during securities trading hours; sale of insurance products to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-21 |
| S66 | Uniform Combined State Law Examination | 2014-01-27 |
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