Steelhead Wealth Management
Firm details
- Headquarters
- Glen Allen, Virginia
- CRD number
- 338410
- Registered since
- November 14, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.57%
- Individuals22.37%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Steelhead Wealth Management is an independent registered investment adviser organized as an LLC and captured on SEC records in 2025. The firm serves both individual/family and institutional clients and bills on a blend of percentage-of-AUM and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Steelhead does not identify as an active ESG investor and is not structured as a capital allocator; nonetheless, it incorporates third‑party alternative managers into client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- Other1%
Contacts
3 of 3
Trey Ellington
PartnerCRD 7541634
Michael Ellis
Founding Partner & Wealth AdvisorCRD 4745796
Coleman Pollard
Founding PartnerCRD 3173234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$266M in ETFs
62%
$165M
20%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $38.9M | 52,870 | 14.62% |
Location
Glen Allen, VA
Henrico
Location
Glen Allen, VA
Headquartered in Glen Allen, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 4121 Cox Rd
- Time zone
- ET (UTC-5)
- Office locations
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