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SteelPeak Wealth, LLC
Reza Zamani · Investment Advisor · Multi-Strategy
SteelPeak Wealth, LLC is an independent registered investment advisory firm headquartered in Woodland Hills, California, founded in 2012 by Reza Zamani, Ali Zamani, and Maziar Esmailbeigi. The firm specializes in providing holistic wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, families, and institutional clients. SteelPeak’s focus is on a fiduciary-driven model that integrates sophisticated investment strategies with comprehensive tax and estate planning. Since its inception, the institution has expanded its presence across several states and significantly grown its assets under management, driven by a commitment to simplifying complex financial landscapes and delivering personalized, research-backed solutions tailored to each client's unique life goals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +36.4% |
| YTD return | +26.7% |
| Sharpe ratio | 3.08 |
| Win rate | 61% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://steelpeakwealth.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 19.2% | +24.7% |
| NVDA | NVIDIA Corporation | 12.8% | +18.7% |
| AMZN | Amazon.com Inc | 8.2% | +13.8% |
| GOOGL | Alphabet Inc Class A | 7.9% | +33.6% |
| MSFT | Microsoft Corporation | 6.3% | +7.2% |
| AMGN | Amgen Inc | 5.1% | +32.0% |
| TSLA | Tesla Inc | 4.5% | -12.3% |
| META | Meta Platforms Inc. | 4.3% | -10.2% |
| AMD | Advanced Micro Devices Inc | 4.0% | +104.6% |
| NFLX | Netflix Inc | 3.8% | -0.2% |
| AVGO | Broadcom Inc | 3.8% | +2.5% |
| INTC | Intel Corporation | 3.3% | +37.1% |
| MU | Micron Technology Inc | 3.1% | +172.6% |
| LRCX | Lam Research Corp | 2.7% | +21.4% |
| AMAT | Applied Materials Inc | 2.5% | +4.9% |
| TMUS | T-Mobile US Inc | 2.0% | -2.1% |
| COST | Costco Wholesale Corp | 1.8% | -1.4% |
| TXN | Texas Instruments Incorporated | 1.7% | -10.7% |
| MRK | Merck & Company Inc | 1.6% | -0.2% |
| JNJ | Johnson & Johnson | 1.5% | +4.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | NVDA | 12.7% → 12.8% |
| Aug 31, 2026 | SELL | TXN | 1.8% → 1.7% |
| Aug 31, 2026 | SELL | AMD | 4.0% → 4.0% |
| Aug 31, 2026 | SELL | MU | 3.3% → 3.1% |
| Aug 31, 2026 | BUY | JNJ | 0.0% → 1.5% |
Investment Style Analysis
SteelPeak Wealth, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, SteelPeak Wealth, LLC made a significant move by reducing the position in NVDA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
SteelPeak’s core investment philosophy is rooted in dynamic asset allocation and a disciplined, six-step advisory process that aligns portfolios with client-specific goals and risk tolerances. The firm employs an open-architecture approach, utilizing a diverse array of investment vehicles including individual equities, fixed income, ETFs, and alternative investments such as private equity, venture capital, and structured products. Their strategy emphasizes risk management and long-term capital preservation, frequently utilizing proprietary model portfolios and alternative solutions to capture market opportunities while mitigating downside risk. By combining institutional-grade research with a high-touch service model, SteelPeak aims to provide clarity and sustainable wealth growth for every life stage.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with SteelPeak Wealth, LLC.
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Frequently asked questions
How is the simulated portfolio for SteelPeak Wealth, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is SteelPeak Wealth, LLC's largest holding?
As of the latest filing, SteelPeak Wealth, LLC's top position is Apple Inc (AAPL), representing 19.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is SteelPeak Wealth, LLC's historical performance and risk profile?
Our simulation indicates a total return of +36.4% with a win rate of 61%. Notably, the portfolio maintains a Sharpe Ratio of 3.08, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does SteelPeak Wealth, LLC primarily invest in?
SteelPeak Wealth, LLC has a strong preference for the Semiconductors sector, which makes up 28.7% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is SteelPeak Wealth, LLC's portfolio concentrated or diversified?
SteelPeak Wealth, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 40.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has SteelPeak Wealth, LLC performed in 2026?
Our AI-simulated model portfolio for SteelPeak Wealth, LLC tracks a Year-to-Date (YTD) return of +26.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Reza Zamani manage SteelPeak Wealth, LLC directly?
Yes, Reza Zamani serves as the key portfolio manager for SteelPeak Wealth, LLC, overseeing the investment strategy and final capital allocation decisions.