SteelPeak Acquires Ridgeway & Warner

INVESTMENT MANAGEMENT DEALS BLOG

February 24, 2025

On February 3, 2025, SteelPeak Wealth, a registered investment advisor backed by Seward & Kissel client Emigrant Partners, announced its acquisition of Ridgeway & Warner.

SteelPeak Wealth (“SteelPeak”) announced on February 3, 2025, that it acquired Ridgeway & Warner (“R&W”) through its affiliate, SteelPeak Tax Consulting (“SteelPeak Tax”). As part of the transaction, R&W will add 11 employees to SteelPeak Tax. Further terms of the transaction were not disclosed.

SteelPeak, based in Los Angeles, is a registered investment advisor that offers wealth and estate planning with tax planning services for high-net-worth individuals, families and institutions. As of December 2024, SteelPeak had $2.54 billion in regulatory assets under management. SteelPeak is backed by Seward & Kissel client Emigrant Partners, LLC.

R&W, based in Santa Barbara, California, is a full service certified public accounting firm offering tax consulting services to businesses and individuals.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.