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Selective Wealth Management, Inc.

● SEC registered since 2016CRD 164882SEC# 801-108568Forest, VA
Export (members)
Reg. AUM
$425.9M
Employees
9
Accounts
1,854
Location
Forest, VA

Selective Wealth Management, Inc. assets under management

Selective Wealth Management, Inc. operates as an SEC-registered investment adviser based in Forest, VA. The firm has been registered since 2016. It reports $425.9 million in regulatory assets under management and employs 9 people.
www.facebook.com/selectivewealthmanagementView on SEC.gov ↗

Selective Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Christopher James Devlin ControlChief Investment Officer, Ceo25-50%2012
Joshua Ryan Standeven ControlChief Compliance OfficerUnder 5%2013
Middlebelt Swm Lq LLC ControlLimited Partner50-75%2018

Frequently asked questions

How much does Selective Wealth Management, Inc. manage?

Selective Wealth Management, Inc. reports $425.9 million in regulatory assets under management on its Form ADV.

How many employees does Selective Wealth Management, Inc. have?

Selective Wealth Management, Inc. reports 9 employees.

Where is Selective Wealth Management, Inc. located?

Selective Wealth Management, Inc. is based in Forest, VA and has been SEC-registered since 2016.

Does Selective Wealth Management, Inc. disclose fund performance?

Selective Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1149 Vista Park Drive, Unit D, Forest, VA 24551
Phone434-515-1517
Fax0
Office hours9:00a.m.-5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1755670
Discloses disciplinary historyNo

Assets under management

Discretionary$425.9M
Non-discretionary$0
Total (RAUM)$425.9M