Steelhead Wealth Management

Overview

Steelhead Wealth Management is an SEC registered investment adviser based in Glen Allen, VA, registered since 2025. It reports $342M in assets under management across 280 accounts, with 7 employees. It has 3 investment adviser representatives.

Reported AUM

$342M

Discretionary

100%

Accounts

280

Average account

$1.2M

Employees

7

Advisory reps

3

Registered since

2025

Jurisdictions

6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• Trey Grayson Ellington Chief Compliance Officer, Investment Advisor Representative CRD 7541634
• Coleman Williams Pollard Member, Investment Advisor Representative CRD 3173234
• Michael S Ellis Member, Investment Advisor Representative CRD 4745796

Advisory reps 3 of 3

• Trey Grayson Ellington Investment Adviser Rep CRD 7541634
• Michael Stewart Ellis Insurance Agent · Investment Adviser Rep CRD 4745796
• Coleman Williams Pollard Insurance Agent · Investment Adviser Rep CRD 3173234

Location

Headquarters

4121 Cox Rd Ste 102
Glen Allen, VA 23060

County

Henrico

Metro area

Richmond, VA

Region

South

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: steelheadwealth.com

Every state, with registration dates

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