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Selective Wealth Management, Inc.

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Total assets under management

$425,928,464

More info

Total clients

752

24% high-net worth

Total advisors

8

of 9 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

94

Average account size

$566,394

Client services

Financial planning Portfolio management

Fee options

Percentage

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

Selective Wealth Management, Inc.

1149 Vista Park Drive, Unit D

Forest VA 24551, United States

Number of offices

7

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 434-515-1517

Advisors at this firm

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Christopher D

CFA®, Series 65

Denver, CO

Selective Wealth Management, Inc.
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Robert W

CFP®, Series 65

Forest, VA

Selective Wealth Management, Inc.
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Shannon K

Series 65

Denver, CO

Selective Wealth Management, Inc.
user avatar

Andrew N

CFP®, Series 66

Forest, VA

Selective Wealth Management, Inc.
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Marjun T

CFP®, Series 65

Charlotte, NC

Selective Wealth Management, Inc.
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Joshua S

Series 65

Forest, VA

Selective Wealth Management, Inc.
user avatar

Brian L

Series 65

Hubert, NC

Selective Wealth Management, Inc.
user avatar

Trent T

CFP®, Series 65

Forest, VA

Selective Wealth Management, Inc.
user avatar

Matthew T

CFP®, Series 63, Series 65

Forest, VA

Selective Wealth Management, Inc.
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