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Peter C Amling

Investment adviser representative at Steelpeak Wealth, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.1BFirm assets

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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

17 years in the industry.

  1. Steelpeak Wealth, LLCJul 2025 to now
  2. Amling Investments LLCMar 2009 to Jul 2025

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
5650069
Firm CRD
165168
Advisor's SEC record (opens in a new tab)
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