Steelhead Wealth Management LLC
● SEC registered since 2025CRD 338410SEC# 801-134675Glen Allen, VA
Reg. AUM
$341.9M
Employees
7
Accounts
280
Location
Glen Allen, VA
Steelhead Wealth Management LLC assets under management
Steelhead Wealth Management LLC operates as an SEC-registered investment adviser based in Glen Allen, VA. The firm has been registered since 2025. It reports $341.9 million in regulatory assets under management and employs 7 people.
Steelhead Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Coleman Williams Pollard Control | Member/Investment Advisor Representative | 25-50% | 2025 |
| Michael S Ellis Control | Member/Investment Advisor Representative | 50-75% | 2025 |
| Trey Grayson Ellington Control | Cco, Investment Advisor Representative | Under 5% | 2025 |
Frequently asked questions
How much does Steelhead Wealth Management LLC manage?
Steelhead Wealth Management LLC reports $341.9 million in regulatory assets under management on its Form ADV.
How many employees does Steelhead Wealth Management LLC have?
Steelhead Wealth Management LLC reports 7 employees.
Where is Steelhead Wealth Management LLC located?
Steelhead Wealth Management LLC is based in Glen Allen, VA and has been SEC-registered since 2025.
Does Steelhead Wealth Management LLC disclose fund performance?
Steelhead Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4121 Cox Rd, Suite 102, Glen Allen, VA 23060 |
| Phone | (804) 548-0781 |
| Office hours | Mon-Thu 8:30 a.m. - 4 p.m.; Fri 8:30 a.m. - 12 p.m. & Bao After Noon |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$341.9MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$341.9Mregulatory AUM
Discretionary $341.9M