SteelPeak Wealth Employee Directory

Q: What is SteelPeak Wealth known for?

SteelPeak Wealth was founded in 2012. SteelPeak Wealth operates in the Financial Services industry.

Q: How many employees does SteelPeak Wealth have currently?

SteelPeak Wealth has approximately 81 employees.

Q: Who are SteelPeak Wealth's key employees and leadership?

SteelPeak Wealth's key employees include: Founding Partner, Chief Executive Officer: R. Z., President: J. S..

Financial ServicesCalifornia, United States51-200 Employees

SteelPeak Wealth is an independent wealth management firm that helps individuals and families achieve their financial aspirations. We build wealth for every life stage, transforming complexity into clarity using a disciplined, proprietary process with a proven track record of success serving as fiduciaries.

SteelPeak Wealth takes a comprehensive long-term approach to meet immediate needs while taking a long view to wealth creation, retirement planning, college expenses, estate planning and all the other financial milestones life presents. With dexterity and enthusiasm, SteelPeak Wealth develops bespoke wealth management programs to transform financial dreams into financial plans within reach.

Find SteelPeak Wealth employees' phone numbers or email addresses

SteelPeak Wealth Global Highlights

North America
97

United States Of America
97

SteelPeak Wealth's Leadership

J. S.
President
Mobile Phone
Email
R. Z.
Founding Partner, Chief Executive Officer
Mobile Phone
Email
M. K.
Senior Vice President, Wealth Advisor
Mobile Phone
Email
H. W.
Senior Vice President, Wealth Management Advisor
Mobile Phone
Email
R. W.
Vice President, Wealth Advisor, Financial & Retirement Planner, Asset Manager
Mobile Phone
Email
J. P. C.
Wealth Advisor, Svp
Mobile Phone
Email
J. F.
Client Relationship Manager
Mobile Phone
Email
J. F.
Business Development Manager
Mobile Phone
Email

SteelPeak Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Business Development
Community & Social Services
Accounting
Other

Contact profiles from SteelPeak Wealth

Name

Title

Contact Info

Location

Last Update

C. E.
Senior Client Service Associate
Mobile Phone
Email
May 21, 2025
F. N.
Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Feb 05, 2026
J. I.
Wealth Advisor & Investment Analyst
Mobile Phone
Email
Oct 27, 2025
W. S.
Wealth Advisor
Mobile Phone
Email
United StatesNew Jersey
Dec 15, 2025
R. S.
Tax Reviewer
Mobile Phone
Email
United StatesArizona
Dec 10, 2025
A. Z.
Financial Advisor Intern
Mobile Phone
Email
Oct 22, 2024
C. G.
Planning Specialist
Mobile Phone
Email
Jul 09, 2024
L. P.
Client Service Associate
Mobile Phone
Email
Apr 25, 2025

Frequently Asked Questions

What is SteelPeak Wealth known for?

SteelPeak Wealth was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 21650 Oxnard Street Suite 2300 Woodland Hills, California 91367 United States; you can contact the main corporate office by phone at

+1-818-999-****

. Explore SteelPeak Wealth's company overview page for more information.

What is SteelPeak Wealth's most common email format?

SteelPeak Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SteelPeak Wealth email formats with LeadIQ.

How many employees does SteelPeak Wealth have currently?

SteelPeak Wealth has approximately 81 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are SteelPeak Wealth's key employees and leadership?

As of February 2026, SteelPeak Wealth's key employees include:

President: J. S.
Founding Partner, Chief Executive Officer: R. Z.
Senior Vice President, Wealth Advisor: M. K.
Senior Vice President, Wealth Management Advisor: H. W.
Vice President, Wealth Advisor, Financial & Retirement Planner, Asset Manager: R. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking