Fee-only adviser · Glen Allen, VA
Steelhead Wealth Management
Steelhead Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Glen Allen, Virginia. On its latest Form ADV, filed March 19, 2026, it reports $342M in regulatory assets under management, 278 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 338410 · SEC file 801-134675 |
| Office | 4121 Cox RD Suite 102 Glen Allen, VA 23060 |
| Phone | (804) 548-0781 |
| Website | steelheadwealth.com |
| Regulatory assets under management | $342M |
| Individual clients | 175 non-high-net-worth, 103 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Glen Allen
- The Main Street Group $515M
- Yes Life Financial $21M
- BDC Capital Management, Inc. $103M
- Kinloch Capital, LLC $301M
- Vision Wealth Planning, LLC $66M
- Freedom Capital Management $13M
See all 10 fee-only advisers in Glen Allen →
Nearby
- Henrico 4 firms
- Richmond 43 firms
- Mechanicsville 1 firm
- Midlothian 3 firms
- Chesterfield 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Steelhead Wealth Management? Update this listing.