Dalia Farouq Dardoon
Investment adviser representative at Steelpeak Wealth, LLC
10 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
10 years in the industry.
- Steelpeak Wealth, LLCJun 2026 to now
- N/aNov 2025 to Jun 2026
- Morton WealthOct 2023 to Nov 2025
- N/aMar 2023 to Oct 2023
- Strategic Valuation GroupJun 2022 to Mar 2023
- Chino Commercial BankAug 2021 to May 2022
- N/aJun 2016 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8300793
- Firm CRD
- 165168