Trey Grayson Ellington
Investment adviser representative at Steelhead Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$341.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Steelhead Wealth Management, LLCDec 2025 to now
- Northwestern Mutual Wealth Management CompanyOct 2022 to now
- Northwestern Mutual Investment Services LLCJun 2022 to now
- Michael EllisMay 2022 to now
- Captech VenturesAug 2013 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Steelhead Wealth Management
Legal name: Steelhead Wealth Management LLC
$341.9MAssets managed
280Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7541634
- Firm CRD
- 338410