Anita Marilyn Heller
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.
- Steelpeak Wealth, LLCJul 2025 to now
- University of California, Santa Barbara: Carrillo Dining CommonsNov 2024 to Feb 2025
- JPMorgan Private BankJun 2024 to Aug 2024
- One Capital Management, LLCJun 2023 to Sep 2023
- Amerihome Mortgage Company, LLCJun 2022 to Aug 2022
- University of California, Santa BarbaraAug 2021 to Jun 2025
- Jersey Mike's SubsJul 2021 to Sep 2021
- EducationDec 2015 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser 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
- 8197207
- Firm CRD
- 165168