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Robert John Wells

Principal, Investment StrategistSelby Wealth Management, LLCCRD 4329590

About Robert John Wells

Robert John Wells is listed as Principal, Investment Strategist 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 Robert John Wells work?

Robert John Wells is listed as Principal, Investment Strategist at Selby Wealth Management, LLC on SEC Form ADV.

How much of Selby Wealth Management, LLC does Robert John Wells own?

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

Selby Wealth Management, LLC

TitlePrincipal, Investment Strategist
Ownership50-75%
Control personYes
Since2024
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