Heidi Noelle Wilson
Investment adviser representative at Steelpeak Wealth, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Steelpeak Wealth, LLCJun 2024 to now
- J.P. Morgan Securities LLCAug 2021 to Jun 2024
- UnemployedFeb 2020 to Jul 2021
- Bank of the WestJul 2017 to Jan 2020
- TIAAOct 2014 to Jun 2017
- TIAA-CREF Individual & Institutional Services, LLCOct 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 5554190
- Firm CRD
- 165168