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Steelhead Wealth Management
STEELHEAD WEALTH MANAGEMENT is an SEC-registered investment adviser in GLEN ALLEN, VA, registered since 2025. The firm manages approximately $342 million in...
Steelhead Wealth Management
STEELHEAD WEALTH MANAGEMENT is an SEC-registered investment adviser in GLEN ALLEN, VA, registered since 2025. The firm manages approximately $342 million in assets. It has 7 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Glen Allen
Corporate office
Portland, OR, United States
Sector focus
Frequently asked questions
Is Steelhead Wealth Management a fiduciary?
Yes, as a registered investment advisor (RIA), Steelhead Wealth Management is held to a fiduciary standard, meaning it must act in clients' best interests at all times. This is disclosed in its SEC regulatory filings.
What services does Steelhead Wealth Management provide?
The firm offers investment management, financial planning, tax coordination, and estate planning for high-net-worth individuals and families. It does not appear to offer proprietary investment products.
Where is Steelhead Wealth Management located?
Steelhead Wealth Management is headquartered in Portland, Oregon, United States. There are no publicly known additional office locations.
Does Steelhead Wealth Management manage a single family office or multiple families?
Based on its RIA structure and public profile, Steelhead Wealth Management operates as a multi-family office, serving multiple high-net-worth families rather than a single family.
What is the investment philosophy of Steelhead Wealth Management?
The firm appears to follow a diversified, long-term approach using third-party custodians and independent asset allocation rather than proprietary strategies. Specific portfolio details are not public.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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