Selby Wealth Management

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Client assets under management

$476,850,449

Clients

169

66% high-net worth

Advisors

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$2,821,600

About

Selby Wealth Management advises individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $545 million on a discretionary basis across about 169 client relationships. The firm provides ongoing portfolio management alongside financial planning and consulting services for clients who seek coordinated investment and retirement guidance.

The advisor applies fundamental analysis to build customized, typically long‑term portfolios using mutual funds and ETFs and, when appropriate, individual stocks and bonds; portfolios are constructed to align with each client’s goals, time horizon, and risk tolerance and are monitored with at least annual formal reviews. Selby Wealth implements discretionary strategies and may rebalance, harvest gains or losses, or use cash positions for hedging or liquidity needs to meet client objectives.

Notable features include a small advisory team managing a relatively large asset base, which results in higher average account sizes than many peers and suggests a focus on wealthier or concentrated client relationships. The firm was formed recently but operates as an SEC‑registered RIA on an institutional custody platform, receives institutional support from its custodian, does not participate in wrap or soft‑dollar programs, and does not accept proxy‑voting responsibility for client accounts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Income planning Tax-loss harvesting

Fee options

Percentage

$0 - $2,000,000: 0.75% annually $2,000,001 - $3,500,000: 0.60% annually $3,500,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually

Project-based

Financial planning services charged at $200 to $275 per hour; administrative support fees $75 to $125 per hour.

Other

Account minimum: $100,000 Fee-only: Investment advisory fees based on tiered AUM schedule as stated; no commissions received.

Main office location

Selby Wealth Management

2200 Powell Street, Suite 350

Emeryville CA 94608, United States

Number of offices

Most active in

California · Oregon · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

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

Quick links

Website 415-857-9670

Advisors at this firm

Joseph W

CFP®, CFA®, Series 66

Emeryville, CA

Selby Wealth Management

Joseph Wells is a CFP® and CFA® with 20 years of industry experience. He currently serves as an advisor at Selby Wealth Management and has prior experience with John W. Brooker & Co., CPAs, PC. Outside of finance, he is involved in music writing and licensing for TV and film, receiving residuals for his work. Selby Wealth Management is a registered investment adviser that provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering fiduciary services and ongoing monitoring for its clients.

General retirement planning Income planning Tax-loss harvesting

Robert W

CFA®

Emeryville, CA

Selby Wealth Management

Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.

General retirement planning Income planning Tax-loss harvesting

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