# Steelhead Wealth Management

> Steelhead Wealth Management is an SEC-registered investment advisory firm in Glen Allen, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 338410
- Filed as: STEELHEAD WEALTH MANAGEMENT
- Legal name: Steelhead Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glen Allen, VA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338410
- AdvisorCensus page: https://advisorcensus.com/firm/steelhead-wealth-management-glen-allen-va-338410

## Quick answers

**How is Steelhead Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Steelhead Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Steelhead Wealth Management located?**
Steelhead Wealth Management's principal office is in Glen Allen, VA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Steelhead Wealth Management registered with the SEC or a state?**
Steelhead Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338410.

**How much does Steelhead Wealth Management manage?**
Steelhead Wealth Management reports $341,895,056 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Steelhead Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); high net worth individuals (103); charitable organizations (1).

**Which custodians does Steelhead Wealth Management use?**
Steelhead Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Steelhead Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338410

**What changed in Steelhead Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $341,895,056. Added an office in Naples, FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $341,895,056
- Discretionary: $341,895,056
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $76,486,426 |
| High net worth individuals | 103 | $265,224,251 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $171,891 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $12,488 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (0 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Naples, FL

### Websites listed on Form ADV (Item 1.I)
- steelheadwealth.com
- steelheadwealthmanagement.com

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $341,895,056.
- Added an office in Naples, FL.

### January 2026
- Employees performing advisory functions went from 1 to 3.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Steelhead Wealth Management (CRD 338410): Form ADV filing data as of October 2026.