This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STEELHEAD WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Mar 5, 2004

First registration

Nov 14, 2006

Dual registered

no

IAPD individual key

4745796

• Occurred

  Feb 2, 2026
  Advisor changed firm

  Michael S Ellis left Investor Fan for Steelhead Wealth Management (registered 2026-02-02)

  Form ADVobserved 6 days ago
• Occurred

  Jan 2, 2026
  Advisor changed firm

  Michael S Ellis left Northwestern Mutual Investment Services,Llc for Investor Fan (registered 2025-11-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7fd92e4f-0df8-97ed-5bb8-ea3a9d6853e7

First observed

Nov 14, 2006

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.