IM Deals Blog

SteelPeak Acquires Ridgeway & Warner

Written by admin | Feb 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.