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STEELHEAD WEALTH MANAGEMENT
STEELHEAD WEALTH MANAGEMENT LLC
CRD 338410 · SEC 801-134675
4121 COX RD, SUITE 102, GLEN ALLEN, VA, 23060, United States
Phone
(804) 548-0781
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$341.9M
Discretionary AUM
$341.9M
Team
7 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $76.5M |
| High net worth individuals | 103 | $265.2M |
| Charitable organizations | 1 | $172K |
| Corporations/business entities | 1 | $12K |
States served
GA, NC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD