SteelPeak Wealth | Investor profile | Foundersuite

Investor info

Type

Registered Investment Advisors

Stage focus

Seed Round

Current fund size

$ 371,396,606

Industry focus

Description

Steel Peak Wealth Management is an investment advisory firm based in Woodland Hills, California. Established in 2012, the firm offers Wealth Management services such as retirement planning, college expenses and estate planning. The assets of the firm are managed by the executive management team.

Previous investments

Company
Amount
Round

Example example company Inc
1000000
Investor meetings
Company & Company
11000000
Series C funding
Example
524000
Seed round A

Connected people

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