Steelhead Wealth Management: new SEC registration, $342M AUM, Glen Allen, VA
Steelhead Wealth Management (Glen Allen, Virginia): new SEC registration, $342M AUM, Glen Allen, VA. Its amount of 342 is above the median of 134 (82nd percentile). Dated 355 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 342 · 82th percentile of 1,149 NewRiaPulse records · 2.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 19 related VA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Steelhead Wealth Management |
| Legal name | Steelhead Wealth Management LLC |
| CRD | 338410 |
| Status | Approved |
| Registered with the SEC | 2025-11-14 |
| Latest Form ADV filing | 2026-03-19 |
| Location | Glen Allen, VA, United States |
| Regulatory AUM | $341,895,056 |
| Accounts | 280 |
| Employees | 7 |
| Website | http://steelheadwealth.com/ |
| amount percentile | 82th of 1,149 (median 134, 2.6x median) |
| Peer records CSV (20 VA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-14
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VA first): Activ8 Family Office LLC · Bellars Harris Wealth Management · Mwa Investments, LLC · Wacona Capital, LLC · Piedmont Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Steelhead Wealth Management and 20 Virginia peers
- Virginia NewRiaPulse records like this one: 20
- Steelhead Wealth Management's amount: 82nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Virginia peer: $4,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $342M under management.
- Website on file.
What is the NewRiaPulse record for Steelhead Wealth Management in Glen Allen, Virginia?
Steelhead Wealth Management received SEC registration as an investment adviser (2025-11-14) with $341,895,056 in regulatory assets under management, based in Glen Allen, VA.
How does Steelhead Wealth Management compare to other Virginia NewRiaPulse records?
Its amount of 342 sits in the upper half (82th percentile) of 1,149 records; the median is 134. It is 355 days old; check the official source for later updates before acting.
Steelhead Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Steelhead Wealth Management | Glen Allen, VA | 342 | 82nd | 2025-11-14 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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- Crafted Finance, LLC
- Leonard Advisory Group LLC
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- Cs Tomasi Wealth Management
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.