Steelhead Wealth Management
Steelhead Wealth Management is an SEC-registered wealth manager in Glen Allen, VA with $341.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Steelhead Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338410, SEC 801-134675, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $341.9M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Glen Allen, VA
- Employees
- 7
- Clients
- 280
- CRD
- 338410
- Ownership
- POLLARD, COLEMAN, WILLIAMS; ELLIS, MICHAEL, S; Ellington, Trey, Grayson
How much AUM does Steelhead Wealth Management have?
Steelhead Wealth Management reported $341.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Steelhead Wealth Management?
Disclosed owners and executives of Steelhead Wealth Management include POLLARD, COLEMAN, WILLIAMS, ELLIS, MICHAEL, S, Ellington, Trey, Grayson. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.