Steel Peak Wealth Management LLC

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Assets, Funds, Holdings

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Steel Peak Wealth Management LLC
CRD #165168
SEC #801-77132
CIK #0001801868
AUM $976.6 MM (98% Disc, 98% US, 2020-07-09)
Employees 24 (54% Investors, 0% Brokers)
Phone818-835-8720
Address21650 Oxnard Street
Woodland Hills, CA 91367
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
100080060040020002010201320172021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 674,750.0 73.8
STMP 2,680.0 73.2
AMZN 733,590.0 40.0
MSFT 747,660.0 20.2
FB 378,590.0 18.0
AMGN 120,420.0 17.7
NVDA 78,070.0 13.2
CSCO 184,650.0 13.1
GOOG 706,640.0 13.0
NFLX 118,270.0 10.9
View All
Holdings by Sector ($MM)
100080060040020002019201920202021
EDGAR Form CIK 2011 - 2021
13F-HR [0001801868]
Comparable Firms State AUM ($BB)
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Marco Investment Management LLC
GA 1.0
Capital Investment Advisory Services LLC
NC 1.0
Hodges Capital Management Inc
TX 1.0
The Mosaic Financial Group LLC
IL 1.0
Intersect Capital LLC
CA 1.0
Wendell David Associates Inc
NH 1.0
Center for Financial Planning Inc
MI 1.0
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