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STEELHEAD WEALTH MANAGEMENT
GLEN ALLEN, VA
(804) 548-0781
SEC #801-134675Total AUM
$341.9M
Employees
7Clients
280Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4121 COX RD
SUITE 102
GLEN ALLEN
VA 23060
United States
SUITE 102
GLEN ALLEN
VA 23060
United States
Operating Hours
MON-THU 8:30 AM - 4 PM; FRI 8:30 AM - 12 PM & BAO AFTER NOON
Monday - Friday
Monday - Friday
Phone
(804) 548-0781
Other Offices
1
Financials
Total AUM
$341.9M
Accounts
280Discretionary
$341.9M
Accounts
280Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
175AUM
$76.5M
HNW Individual Clients
103AUM
$265.2M
Charitable Organization Clients
1AUM
$171.9K
Corporation or Business Clients
1AUM
$12.5K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLGANCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.