Selective Wealth Management, Inc.
Firm details
- Headquarters
- Forest, Virginia
- CRD number
- 164882
- Registered since
- October 28, 2016
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.95%
- Individuals20.93%
- Corporations / Businesses2.47%
- Other0.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Selective Wealth Management, Inc. is an independent, SEC-registered advisory corporation that began registration in 2016. The firm serves a mix of individual and family clients alongside institutional relationships, offering financial planning and portfolio management focused on individuals and small businesses. Its compensation model is a percentage-of-AUM fee. The firm is not identified as an active ESG investor on its filings and is not listed as a multi-state adviser. Industry recognition includes a Citywire mention in 2020 ("50 Growers Across America"). Selective Wealth Management also acts in sponsor/GP and managing-member roles for pooled investment vehicles.
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 Funds73%
- Exchange Traded Equities16%
- US Government Bonds6%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3
Christopher Devlin
Founder and Chief Executive OfficerCRD 6093992
Joshua Standeven
Chief Compliance OfficerCRD 6163943
Matthew Turner
Chief Financial OfficerCRD 4734781
Contacts
3 of 6
Marjun Tare
PartnerCRD 6841791
Brian Liedstrand
Investment Advisor RepresentativeCRD 6339738
Robert Wigfield
Director of Operations, Wealth AdvisorCRD 7277469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$341M in ETFs
72%
$245M
15%
$96.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $96.9M | 963,067 | 28.42% |
Location
Forest, VA
Bedford
Location
Forest, VA
Headquartered in Forest, VA, in the South of the United States.
- Region
- South
- County
- Bedford
- Address
- 1149 Vista Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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