| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Albert Wells Control | Principal, Investment Strategist, Chief Compliance Officer | 50-75% | 2024 |
| Robert John Wells Control | Principal, Investment Strategist | 50-75% | 2024 |
Selby Wealth Management, LLC reports $494.6 million in regulatory assets under management on its Form ADV.
Selby Wealth Management, LLC reports 4 employees.
Selby Wealth Management, LLC is based in Emeryville, CA and has been SEC-registered since 2024.
Selby Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1900 Powell Street, Suite 700, Emeryville, CA 94608 |
| Phone | 415-857-9670 |
| Fax | 415-789-3299 |
| Office hours | M-Th: 7:00a.m. Pt To 5:00p.m. Pt; F: 7:00a.m. Pt To 5:00p.m. Pt |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $494.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $494.6M |