SteelPeak Wealth Management, LLC
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SteelPeak Wealth Management, LLC - overview
Established
2012
Location
Woodland Hills, CA, US
Primary Industry
Financial Services
About
Founded in 2012 in Woodland Hills, US, SteelPeak Wealth provides wealth management services. In February 2025, SteelPeak Wealth Management, LLC, a portfolio company of Emigrant Partners, acquired Ridgeway & Warner CPA's. Reza Zamani is leading the firm as CEO as of 2025. SteelPeak Wealth specializes in offering comprehensive wealth management services customized to meet clients' financial goals.
Their main services encompass investment strategy, retirement planning, estate consulting, and insurance, all crafted to support clients through various life stages. With a fiduciary responsibility to clients, they ensure all investment strategies are designed in their best interest, utilizing diverse investment vehicles including stocks, bonds, and alternative investments. Their clientele mainly consists of high-net-worth individuals across the US, specifically targeting affluent areas in California, Nevada, Florida, and Texas. SteelPeak Wealth operates on a fee-based revenue model consistent with fiduciary standards, directly linking their earnings to client performance.
Revenue is primarily generated from management fees, which are calculated as a percentage of assets under management. The firm provides bundled financial planning and investment management services, complemented by various consulting solutions that may feature separate fee structures based on service complexity, ensuring transparency and alignment with client interests.
Current Investors
Emigrant Partners
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Website
www.steelpeakwealth.com
Verticals
FinTech
Company Stage
Mature - Growth Capital
Total Amount Raised
Subscriber access only
SteelPeak Wealth Management, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, Corporate Carve Out | Completed | BNY Pershing | - | ||||||||
| Add-on | Completed | Ridgeway & Warner CPA's | - | ||||||||
| Growth | Completed | SteelPeak Wealth Management, LLC | - |
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