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CCO, Investment Advisor Representative · Steelhead Wealth Management

Trey G. Ellington

CRD 7541634 · Named on Form ADV at one SEC-registered adviser

At a glance

Steelhead Wealth Management, an SEC-registered wealth manager based in Glen Allen, VA with $342 million in regulatory assets, lists Trey G. Ellington on its Form ADV as CCO, Investment Advisor Representative, a control person.

Firms and roles

AtlasMembers

Trey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Coleman W. PollardMember/investment Advisor Representative, Steelhead Wealth Management
  • Michael S EllisMember/investment Advisor Representative, Steelhead Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Trey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.