Selby Wealth Management

RIASEC RegisteredEst. 2024
Total AUM
$545M
Discretionary
$545M
100% of AUM
Avg account
$1.1M
Accounts
480
Employees
4
Advisory reps
3

Firm details

Headquarters
Emeryville, California
CRD number
334084
Registered since
December 19, 2024
Website
www.selbywealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI83.38%
  • Pension & Profit Sharing Plans9.99%
  • Individuals4.15%
  • Charitable Organizations2.49%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Selby Wealth Management is an independent, individual-owned RIA formed as an LLC and SEC-registered in 2024. The firm serves both high-net-worth individuals/families and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines a percentage of assets under management with the option for hourly engagements. Selby is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Cash & Cash Equivalents 8%, US Government Bonds 6%, Exchange Traded Equities 3%, State & Local Bonds 1%82%
  • Public Funds/Mutual Funds82%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • Exchange Traded Equities3%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Joseph Wells

    Joseph Wells

    Principal And Chief Compliance OfficerCRD 4170305

Contacts

2 of 2

  • Daniel Beatty

    Investment StrategistCRD 872161

  • Robert Wells

    Robert Wells

    Principal, Investment StrategistCRD 4329590

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 93

Active vs passive

$325M in ETFs

Passive

37%

$119M

Active

56%

$206M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN CORE PLUS BOND ETF (JCPB)JP MorganActiveIntermediate Core Plus Bond$19.7M419,2536.06%
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Location

Primary office

Emeryville, CA

Alameda

Location

Emeryville, CA

Headquartered in Emeryville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Alameda
Address
2200 Powell St
Time zone
PT (UTC-8)
Office locations

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