Heidi Noelle Wilson
Investment Adviser Representative at Steelpeak Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Heidi Noelle Wilson is an investment adviser representative with Steelpeak Wealth, LLC in Sandia Park, NM, where they have been registered since 2024. They have worked in the securities industry since 2011 and have been registered with 5 firms, including J.p. Morgan Securities LLC and Bancwest Investment Services, Inc. (BWIS). They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Mexico.
Registrations & licenses
- Investment adviser:
- New Mexico
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TIAAOct 2014 – Jun 2017Albuquerque, NM
- Tiaa-cref Individual & Institutional Services, LLCOct 2014 – Jun 2017Albuquerque, NM
- Bank of the WestJul 2017 – Jan 2020Albuquerque, NM
- unemployedFeb 2020 – Jul 2021Sandia Park, NM
- J.p. Morgan Securities LLCAug 2021 – Jun 2024Albuquerque, NM
- SteelPeak Wealth, LLCJun 2024 – no end date reportedSandia Park, NM
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Steelpeak Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 37
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Los Angeles, CA
- SEC file number:
- 801-77132
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 29, 2026
View full firm profileOther advisors at Steelpeak Wealth, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Heidi Noelle Wilson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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