# Steelhead Wealth Management

Steelhead Wealth Management is a Multi Family Office based in Glen Allen, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Glen Allen, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Assets under management:** Undisclosed
- **Website:** steelheadwealth.com
- **LinkedIn:** https://www.linkedin.com/company/steelhead-wealth-management

## Regulatory record

- **CRD number:** 338410
- **SEC file number:** 801-134675
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338410

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Family Office Services

## 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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Last updated: 2026-07-06T01:24:25.985Z

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