TE
CFP
TE
CFP
Trey Ellington is a CFP-designated registered investment advisor at Steelhead Wealth Management, based in Glen Allen, VA, with 3 years of industry experience. Trey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 280 clients with $340M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$341.9M
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Location
4121 Cox Rd, Suite 102, Glen Allen, VA, 23060
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Steelhead Wealth Management
December 2025 - Present · 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2022 - December 2025 · 3 yrs 4 mos
State Registrations1 state
VA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.