Steele Street Private Wealth Management
Steele Street Private Wealth Management is an SEC-registered wealth manager in Denver, CO with $187.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Steele Street Private Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299856, SEC 801-120361, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $187.5M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 2
- Clients
- 111
- CRD
- 299856
- Ownership
- VADER, CASEY, M; KATZ, DANIEL, RICHARD
How much AUM does Steele Street Private Wealth Management have?
Steele Street Private Wealth Management reported $187.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Steele Street Private Wealth Management?
Disclosed owners and executives of Steele Street Private Wealth Management include VADER, CASEY, M, KATZ, DANIEL, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.