TrueAdvisor
TrueAdvisor
HW
HW

Heidi Noelle Wilson

Steelpeak Wealth, LLC
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingTax PlanningEstate PlanningInvestment ManagementRetirement Planning
Steelpeak Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,358 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$3.4B

Fee Structure

Location

Sandia Park, NM

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Steelpeak Wealth, LLC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2021 - June 2024 · 2 yrs 9 mos
J.P. Morgan Securities LLCBroker
September 2021 - June 2024 · 2 yrs 9 mos
Bancwest Investment Services, INC.Broker
July 2017 - January 2020 · 2 yrs 6 mos
Bancwest Investment Services, INC. (bwis)
July 2017 - January 2020 · 2 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2015 - June 2017 · 2 yrs 5 mos
Advice and Planning Services
January 2015 - June 2017 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2010 - November 2014 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2010 - November 2014 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - December 2009 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2008 - December 2009 · 1 yr 3 mos
State Registrations1 state
NM
Advisor
Exams
No exam information available for this advisor.