J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
3yrs
Ethan Ashbrook
Financial advisor at Steelpeak Wealth
Ethan Ashbrook has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Los Angeles, California. After a year at Strategic Advisers and a year at Fidelity Personal and Workplace Advisors, Ethan joined Steelpeak Wealth in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Ethan holds the CFP® designation.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1880 Century Park East Suite 1017, Los Angeles, CA 90067
FirmSteelpeak Wealth
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.62 million
Advisors at the firm41
States licensed ?1 state
Services through Steelpeak Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowSteelpeak Wealth, LLCCurrent firm
- Mar 2025 – May 2026Strategic Advisers LLCPreviously
- Oct 2023 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Ethan
(818) 835-8720Steelpeak Wealth main office 1880 Century Park East Suite 1017Los Angeles, CA 90067Office · Get directions Firm websitewww.steelpeak.com
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Questions to ask Ethan
Tailored to Ethan’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ethan
How do I contact Ethan?
Call Steelpeak Wealth at (818) 835-8720 and ask for Ethan Ashbrook. Ethan works from the Los Angeles, CA office.
How long has Ethan been a financial advisor?
Ethan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Ethan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Ethan a fiduciary?
Ethan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ethan paid?
Steelpeak Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Ethan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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