Overview
Assets Under Management: $342 million
Headquarters: GLEN ALLEN, VA
High-Net-Worth Clients: 103
Average Client Assets: $2.6 million
Frequently Asked Questions
STEELHEAD WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338410), STEELHEAD WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
STEELHEAD WEALTH MANAGEMENT is headquartered in GLEN ALLEN, VA.
STEELHEAD WEALTH MANAGEMENT serves 103 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, STEELHEAD WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
STEELHEAD WEALTH MANAGEMENT manages $342 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, STEELHEAD WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.57%
Average Client Assets: $2.6 million
Total Client Accounts: 280
Discretionary Accounts: 280
Regulatory Filings
CRD Number: 338410
Filing ID: 2073588
Last Filing Date: 2026-03-19 20:26:00