Rogelio Lopez
Investment adviser representative at Steelpeak Wealth, LLC
11 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
11 years in the industry.
- Lyft, IncAug 2020 to now
- Steelpeak Wealth, LLCAug 2019 to now
- Steel Peak Wealth Management, LLCAug 2019 to now
- UberJun 2019 to Aug 2019
- Bank of AmericaNov 2016 to May 2019
- California State University NorthridgeAug 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7167890
- Firm CRD
- 165168