Derek Hong Hao Ruan

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

• 07/2021 → 02/2022
  Fantuan Inc.
  Irvine, CA
• 11/2018 → 09/2019
  Dreamscape Immersive Inc.
  Culver City, CA
• 09/2019 → 07/2021
  Unemployed
  Arcadia, CA
• 05/2014 → 05/2018
  Wheaton College
  Norton, MA
• 05/2018 → 11/2018
  Unemployed
  Los Angeles, CA
• 06/2022 → 12/2024
  Signature Estate & Investment Advisors Llc
  Los Angeles, CA
• 02/2025 → Present
  Steelpeak Wealth, Llc
  Beverly Hills, CA
• 02/2022 → 06/2022
  Unemployed
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-02-27

Other Names

• Derek H Ruan