Steelhead Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$341,710,677
Clients
278
37% high-net worth
Advisors
3
of 7 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
93
HighAverage account size
$1,229,175
About
Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations and other business entities, offering discretionary investment management, standalone financial consulting, and retirement plan advisory services. The firm provides ongoing portfolio construction, monitoring, rebalancing and reporting, and may recommend third‑party independent managers or programs as part of its Investment Management offering.
Steelhead constructs client portfolios using a broad mix of securities and applies quantitative and qualitative analysis, modern portfolio theory and charting to guide allocation and trading decisions, typically on a discretionary basis. It also provides standalone Financial Consulting engagements (which do not grant trading authority) and retirement plan consulting under ERISA Section 3(21), with reporting and review processes described in the brochure.
Noteworthy details include a relatively large discretionary asset base (about $342 million) managed by a three‑adviser team and a client roster that emphasizes institutional and business-related clients rather than retail or high‑net‑worth households. The firm—recently established as an independent RIA—disclosed a temporary dual‑registration used to transition advisors, reports custody in connection with standing limited transfer authorizations, and leaves proxy voting to clients while disclosing its recommendation of a single custodian that provides certain economic benefits.
Client services
Expertise
Occupation focus
Fee options
Up to $25,000 for Financial Consulting engagements
$0 - $500,000: 1.45% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.80% $5,000,000+: 0.65%
Up to $400 per hour for Financial Consulting
Fee-only: Up to $400 per hour or up to $25,000 flat fee for Financial Consulting engagements
Main office location
Steelhead Wealth Management
4121 Cox Rd, Suite 102
Glen Allen VA 23060, United States
Number of offices
2
Most active in
Florida · Georgia · North Carolina · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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