A complete list of active advisors currently associated with Steelhead Wealth Management

Warmer can help you find a great advisor at Steelhead Wealth Management or one who fits your needs even better.

Steelhead Wealth Management serves employer plan sponsors, trusts, estates, charitable organizations, corporations and other business entities, offering discretionary investment management, standalone financial consulting, and retirement plan advisory services. The firm provides ongoing portfolio construction, monitoring, rebalancing and reporting, and may recommend third‑party independent managers or programs as part of its Investment Management offering. Steelhead constructs client portfolios using a broad mix of securities and applies quantitative and qualitative analysis, modern portfolio theory and charting to guide allocation and trading decisions, typically on a discretionary basis. It also provides standalone Financial Consulting engagements (which do not grant trading authority) and retirement plan consulting under ERISA Section 3(21), with reporting and review processes described in the brochure. Noteworthy details include a relatively large discretionary asset base (about $342 million) managed by a three‑adviser team and a client roster that emphasizes institutional and business-related clients rather than retail or high‑net‑worth households. The firm—recently established as an independent RIA—disclosed a temporary dual‑registration used to transition advisors, reports custody in connection with standing limited transfer authorizations, and leaves proxy voting to clients while disclosing its recommendation of a single custodian that provides certain economic benefits.

To learn more about the advisors currently working at Steelhead Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.