Selah Wealth Advisors

RIASEC Registered
Total AUM
$9.6M
Discretionary
$7.8M
81% of AUM
Avg account
$138K
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328518
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Selah Wealth Advisors operates as a small, independent registered investment adviser focused on individuals and families. The firm combines fee-based portfolio management with financial planning and client education, and it also acts as an insurance broker. Its advisory work targets individual and small-business clients rather than institutional plans or pension consulting. Selah structures client fees both as a percentage of assets under management and through fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity centers on liquid, public asset classes — mutual funds and other pooled public funds are its primary building blocks — but the firm supplements core portfolios with insurance products where appropriate. Selah does not present itself as an ESG-focused manager and is organized to serve a localized client base rather than a multi-state advisory footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 36%, Cash & Cash Equivalents 6%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents6%

Contacts

1 of 1
  • Colby Fox

    OwnerCRD 6476024

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth