|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Selby Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 334084 |
| SEC # | 801-131659 |
| CIK # | |
| AUM | $494.6 M (2025-05-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 415-857-9670 |
| Address | 1900 Powell Street Emeryville, CA 94608 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 30.3 |
| (b) Individuals (high net worth individuals) | 102 | 436.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 15.4 |
| (h) Charitable organizations | 0 | 12.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 475 | 494.6 |
| By Discretionary | ||
| Discretionary | 475 | 494.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 475 | 494.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 494.6 | |
| Total | 475 | 494.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hinds Financial Group Inc
✚
|
CO | 0.5 |
|
EPG Wealth Management LLC
✚
|
GA | 0.5 |
|
Capshift Advisors LLC
✚
|
MA | 0.5 |
|
Oxford Wealth Management LLC
✚
|
UT | 0.5 |
|
Aviso Wealth Management
✚
|
WA | 0.5 |
|
Broadleaf Partners LLC
✚
|
OH | 0.5 |
|
Trust Advisory Group Ltd
✚
|
AL | 0.5 |
|
Squire Investment Management Company LLC
✚
|
UT | 0.5 |
|
Kolinsky Wealth Management LLC
✚
|
NJ | 0.5 |
|
Redwood Holdings LLC
✚
|
CA | 0.5 |