STEELHEAD WEALTH MANAGEMENT LLC
Legal name: STEELHEAD WEALTH MANAGEMENT
CRD #338410 SEC #801-134675 GLEN ALLEN, VA (804) 548-0781
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
7
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Ellington, Trey, Grayson | I | CCO, INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Ellington, Trey, Grayson | I | CCO, INVESTMENT ADVISOR REPRESENTATIVE | NA | Control |
| Ellington, Trey, Grayson | I | CCO, PARTNER, WEALTH MANAGEMENT ADVISOR, MEMBER | E | Control |
| ELLIS, MICHAEL, S | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| ELLIS, MICHAEL, S | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | D | Control |
| POLLARD, COLEMAN, WILLIAMS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| POLLARD, COLEMAN, WILLIAMS | I | MEMBER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
Registrations
Federal
IA
Dec 13, 2025 REGISTERED
Notice Filings (6)
FL GA NC TN TX VA
Address
4121 COX RDSUITE 102
GLEN ALLEN, VA 23060
United States
Phone: (804) 548-0781