Coleman Pollard
Steelhead Wealth Management · Glen Allen, Virginia
Coleman Pollard is a fee-only financial advisor at Steelhead Wealth Management in Glen Allen, Virginia, who holds the CFP credential. Coleman focuses on retirement planning, estate & legacy planning and tax planning. Steelhead Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Multi-generational families
- High earners
Facts
| Firm | Steelhead Wealth Management |
|---|---|
| Based in | Glen Allen, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $341.9M across 280 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 3173234 |
| Exams passed | Series 63 (1999) · Series 66 (2006) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | steelheadwealth.com |
| Profile |
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Questions about Coleman
Is Coleman Pollard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Coleman holds no broker registration, and Steelhead Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Coleman charge for financial advice?
Coleman's firm, Steelhead Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Coleman Pollard based?
Coleman Pollard is based in Glen Allen, Virginia.
What does Coleman specialize in?
Coleman's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit) and small business owners. Coleman works with executives, retirees, pre-retirees, multi-generational families and high earners.
What credentials does Coleman Pollard hold?
Coleman Pollard holds the CFP credential.
Is Coleman Pollard registered with the SEC?
Yes. Coleman Pollard is registered as an investment adviser representative in VA (CRD 3173234), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steelhead Wealth Management manage?
Steelhead Wealth Management reports $341.9M across 280 accounts in assets under management.
How do I contact Coleman Pollard?
Through Coleman's website, steelheadwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Steelhead Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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