Robert Bruce Venezia

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:

Current Employers

Steelpeak Wealth, Llc

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2023-08-03
CA	RA	APPROVED	2023-07-12

NV RA
APPROVED

Since 2023-08-03
CA RA
APPROVED

Since 2023-07-12

Branch Locations

Encino, CA • United States

1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States

Henderson, NV • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Key Investment Team	Encino	CA	01/2007	06/2023
Key Asset Advisors	Henderson	NV	04/2008	06/2023
Steel Peak Wealth Management, Llc	Woodland Hills	CA	06/2023	Present

01/2007 → 06/2023

Key Investment Team

Encino, CA
04/2008 → 06/2023

Key Asset Advisors

Henderson, NV
06/2023 → Present

Steel Peak Wealth Management, Llc

Woodland Hills, CA

Previous Registrations

2002-03-25 → 2023-07-12

Key Investment Team

Encino, CA

Westlake Village, CA
2008-06-17 → 2023-07-03

Key Asset Advisors

Henderson, NV

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-12-11
S63	Uniform Securities Agent State Law Examination	1984-02-01

S65 Uniform Investment Adviser Law Examination

1992-12-11
S63 Uniform Securities Agent State Law Examination

1984-02-01

View on SEC IAPD