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Steelhead Wealth Management LLC

● SEC registered since 2025CRD 338410SEC# 801-134675Glen Allen, VA
Export (members)
Reg. AUM
—
Employees
7
Accounts
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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 employs 7 people.
steelheadwealth.comView on SEC.gov ↗

Steelhead Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Coleman Williams Pollard ControlMember/Investment Advisor Representative25-50%2025
Michael S Ellis ControlMember/Investment Advisor Representative50-75%2025
Trey Grayson Ellington ControlCco, Investment Advisor RepresentativeUnder 5%2025

Frequently asked questions

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

Address4121 Cox Rd, Suite 102, Glen Allen, VA 23060
Phone(804) 548-0781
Office hoursMon-Thu 8:30 a.m. - 4 p.m.; Fri 8:30 a.m. - 12 p.m. & Bao After Noon
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo