STEELHEAD WEALTH MANAGEMENT

Legal name: STEELHEAD WEALTH MANAGEMENT LLC

CRD 338410File 801-134675

APPROVED

Retail clients

Custody

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$341.9M

Below cohort median (national)

Discretionary AUM

$341.9M

Clients

280

280 accounts

Employees

Below cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Nov 14, 2025
Principal office: 4121 COX RD, SUITE 102, GLEN ALLEN, VA, 23060
Phone: (804) 548-0781
Website: http://steelheadwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $341.9M
Discretionary AUM: $341.9M
Non-discretionary AUM: $0
Discretionary accounts: 280
Non-discretionary accounts: 0
Total accounts: 280
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$12K
Charitable organizations	1	$172K
High net worth individuals	103	$265.2M
Individuals (other than high net worth individuals)	175	$76.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.