Trey Ellington
Steelhead Wealth Management · Glen Allen, Virginia
Trey Ellington is a fee-only financial advisor at Steelhead Wealth Management in Glen Allen, Virginia, who holds the CFP credential. Trey 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.
Request an introduction to Trey →
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 7541634 |
| Exams passed | Series 63 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | steelheadwealth.com |
Request an introduction to Trey
Tell Trey a little about what you're looking for. Trey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Trey
Is Trey Ellington a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trey 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 Trey charge for financial advice?
Trey's firm, Steelhead Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Trey Ellington based?
Trey Ellington is based in Glen Allen, Virginia.
What does Trey specialize in?
Trey's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit) and small business owners. Trey works with executives, retirees, pre-retirees, multi-generational families and high earners.
What credentials does Trey Ellington hold?
Trey Ellington holds the CFP credential.
Is Trey Ellington registered with the SEC?
Yes. Trey Ellington is registered as an investment adviser representative in VA (CRD 7541634), 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 Trey Ellington?
Through Trey'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.
See something wrong? Request a correction. Read our methodology.