STEELHEAD WEALTH MANAGEMENT LLC

STEELHEAD WEALTH MANAGEMENT LLC of GLEN ALLEN, VA is an SEC-registered investment adviser (CRD 338410). Regulatory assets under management: $341.9M.

Registration

• CRD: 338410
• SEC file number: 801-134675
• Type: Registered investment adviser
• Location: 4121 COX RD, SUITE 102, GLEN ALLEN, VA, 23060
• Phone: (804) 548-0781
• Latest filing: 2026-03-19
• Regulatory AUM: $341.9M
• Discretionary AUM: $341.9M
• Clients: 7
• Accounts: 280

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338410 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search