S
$341.9M Total AUM
$341.9M Disc. AUM
-- 3Y CAGR
7 Employees
280 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-14-2025
- Office Locations
- 2
Office Locations
4121 COX RD Suite 102 Glen Allen VA
999 Vanderbilt Beach Road Suite 200 Naples FL
About Steelhead Wealth Management
Steelhead Wealth Management is a Glen Allen-based RIA with 2 offices. The firm has been operating for 0 years. Managing $341.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
56 AVG AGE
$114.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.5 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Owner & Executives
MICHAEL S ELLIS
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #4745796
- Ownership
- 50% but less than 75%
Available
Available
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COLEMAN WILLIAMS POLLARD
INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #3173234
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,895,056 | $1,221,054 |
| Non-Discretionary | $0 | -- |
| Total | $341,895,056 | $1,221,054 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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