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| Keyboard |
| Selby Wealth Management LLC
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|---|---|
| CRD # | 334084 |
| SEC # | 801-131659 |
| CIK # | 0002110725 |
| AUM | 544.8 M (2026-02-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 415-857-9670 |
| Address | 2200 Powell Street Emeryville, CA 94608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 6.3 | ||
| Apple Inc | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 22.6 |
| (b) Individuals (high net worth individuals) | 112 | 454.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 54.4 |
| (h) Charitable organizations | 0 | 13.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 480 | 544.8 |
| By Discretionary | ||
| Discretionary | 480 | 544.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 480 | 544.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 544.8 | |
| Total | 480 | 544.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110725] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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