Derek Hong hao Ruan
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, LLCFeb 2025 to now
- Signature Estate & Investment Advisors LLCJun 2022 to Dec 2024
- UnemployedFeb 2022 to Jun 2022
- Fantuan Inc.Jul 2021 to Feb 2022
- UnemployedSep 2019 to Jul 2021
- Dreamscape Immersive Inc.Nov 2018 to Sep 2019
- UnemployedMay 2018 to Nov 2018
- Wheaton CollegeMay 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7564658
- Firm CRD
- 165168