The addition of Amling Investments expands SteelPeak Wealth presence into Chicago and the Midwest. 

LOS ANGELES, Calif., July 16, 2024 -- SteelPeak Wealth (“SteelPeak”), a subsidiary of SteelPeak Holdings, LLC, and a leading wealth management firm is pleased to announce today that it has expanded its presence into the Midwest with the acquisition of Amling Investments. This comes as a result of the firm’s ongoing recruiting and M&A efforts to attract growth-minded advisors. Peter Amling will join SteelPeak as a wealth advisor in its Chicago location. Amling Investments will operate under the SteelPeak brand following the close. 

“The addition of Amling Investments to SteelPeak marks an important milestone in our growth strategy as we expand into the geographic area of Chicago, and more broadly, the Midwest,” said Reza Zamani, Founder and CEO of SteelPeak. “Peter will make an excellent addition to the team and his focus on client service and financial planning, combined with his investment acumen, will be instrumental in strengthening our relationships in the region.”  

“Since founding Amling Investments in 2009, I’ve prioritized helping clients make smart decisions about their wealth,” said Peter Amling, Founder. “I am excited about joining SteelPeak Wealth, which allows me to continue that mission while offering clients access to additional resources and capabilities offered by SteelPeak.” 

SteelPeak received a minority investment from Emigrant Partners in 2023 to augment its growth engine by helping to facilitate M&A transactions of firms, advisory teams, and individual advisors. Related to the that, Emigrant Partners provided the required funding for this transaction. 

SteelPeak’s pipeline for new M&A opportunities has grown steadily through a dedicated effort to attract and recruit growth-minded advisors to the firm. SteelPeak has also launched several new client solutions in the last 12 months, including tax and estate consulting along with its family office services. 

Reza Zamani and other members of the SteelPeak leadership team are available for comment upon request.  

https://www.steelpeakwealth.com/locations/chicago 

About SteelPeak Wealth: 
SteelPeak Wealth (“SteelPeak”) is a registered investment advisor headquartered in Los Angeles, with offices in Woodland Hills, Beverly Hills, Newport Beach, Santa Barbara, Las Vegas, Boca Raton, and Dallas. Clients turn to SteelPeak for sophisticated wealth management solutions to help establish investment goals and develop custom investment portfolios. SteelPeak’s aim of delivering “sophisticated wealth management made simple” applies to wherever clients might be in their financial journey. The expertise and the client-centric approach taken by the SteelPeak team has led to them being named by Forbes as one of Americas Top RIA Firms, among other accolades. For more information on SteelPeak’s holistic wealth management offering, please visit: www.steelpeakwealth.com.