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Maziar Nmn Esmailbeigi

Investment adviser representative at Steelpeak Wealth, LLC
14 yearsExperience
2 statesRegistered in
$4.1BFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Steelpeak Wealth, LLCOct 2012 to now
  2. Steel Peak Wealth ManagementSep 2012 to now
  3. Purshe Kaplan Sterling InvestmentsOct 2012 to Nov 2018

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Steelpeak Wealth, LLC

$4.1BAssets managed
2,428Clients
41Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4502889
Firm CRD
165168
Advisor's SEC record (opens in a new tab)
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