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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...
Overview
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. STEELHEAD WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-19, it reported 7 employees; 280 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
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.
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