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The fee is billed in advance.","source":"ADV PART 2A, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Steelhead Wealth Management use?","answer":"Steelhead Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $342M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Steelhead Wealth Management have?","answer":"Steelhead Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Steelhead Wealth Management invest in?","answer":"At the end of its last fiscal year, Steelhead Wealth Management’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities, 2% cash and equivalents and 1% other. The 1% other category is described as: Fixed Income (Not Classified).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Steelhead Wealth Management?","answer":"Steelhead Wealth Management’s direct owners are Coleman Pollard (25% to 50%) and Michael Ellis (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Steelhead Wealth Management get paid?","answer":"Steelhead Wealth Management is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}