SELBY WEALTH MANAGEMENT
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
FINTRXOverview
Selby Wealth Management is an independent, LLC-structured registered investment adviser that serves both individual/family and institutional clients. The firm registered with the SEC in 2024 and is owned by an individual. Its client-facing services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is primarily a percentage of assets under management, with hourly billing used for select engagements. Selby does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- Exchange Traded Equities3%
- State & Local Bonds1%
Owners & executives
1 of 1JOSEPH WELLS
Principal And Chief Compliance OfficerCRD 4170305
Contacts
2 of 2DANIEL BEATTY
Investment StrategistCRD 872161
ROBERT WELLS
Principal, Investment StrategistCRD 4329590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$290M in ETFs
36%
$105M
58%
$185M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BOND ETF (JCPB) | JP Morgan | Active | Intermediate Core Plus Bond | $18.5M | 393,903 | 6.39% |
Location
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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