Select Wealth Partners

Overview

Select Wealth Partners is a newly formed limited liability company that registered with the SEC in 2026. The firm is owner-operated (individual owner) and is classified in the dataset as an unclassified advisory business. It presents itself as a capital allocator that combines financial planning with discretionary portfolio management across individual, small-business, and institutional client segments. One of the firm's stated activities is the selection of other advisers, indicating a model that incorporates third-party managers rather than relying solely on internally developed strategies. The firm charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It is not identified as an active ESG investor and is not listed as a multistate adviser in the available information. An accounting professional affiliation is noted among the firm’s industry connections.

Assets & Accounts

Investments & Alternatives

Location & Offices