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Joseph Albert Wells

Principal, Investment Strategist, Chief Compliance OfficerSelby Wealth Management, LLCCRD 4170305

About Joseph Albert Wells

Joseph Albert Wells is listed as Principal, Investment Strategist, Chief Compliance Officer at Selby Wealth Management, LLC in Emeryville, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Selby Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joseph Albert Wells work?

Joseph Albert Wells is listed as Principal, Investment Strategist, Chief Compliance Officer at Selby Wealth Management, LLC on SEC Form ADV.

How much of Selby Wealth Management, LLC does Joseph Albert Wells own?

Form ADV reports a beneficial ownership band of 50-75%.

Selby Wealth Management, LLC

TitlePrincipal, Investment Strategist, Chief Compliance Officer
Ownership50-75%
Control personYes
Since2024
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