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⚲
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| Selective Wealth Management Inc
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| |
|---|---|
| CRD # | 164882 |
| SEC # | 801-108568 |
| CIK # | 0001755670 |
| AUM | $392.5 MM (2024-03-19) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 434-515-1517 |
| Address | 1149 Vista Park Drive Forest, VA 24551 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| META | 434,852.0 | 10.5 | |
| CRM | 170,602.7 | 6.9 | |
| AAPL | 2,382,844.0 | 5.0 | |
| VEEV | 31,048.4 | 4.5 | |
| NOW | 94,905.7 | 4.4 | |
| BABA | 312,333.0 | 4.2 | |
| OKTA | 14,610.4 | 4.2 | |
| TWLO | 16,643.7 | 3.9 | |
| DOCU | 12,330.5 | 3.2 | |
| INTC | 154,482.4 | 2.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 689 | 122.7 |
| (b) Individuals (high net worth individuals) | 162 | 255.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (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 | 4 | 10.4 |
| (n) Other | 8 | 3.8 |
| Total | 2,000 | 392.5 |
| By Discretionary | ||
| Discretionary | 2,000 | 392.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,000 | 392.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 391.9 | |
| Total | 2,000 | 392.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001755670] | |
| D | [0001755670] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ACT Wealth Management LLC
✚
|
TX | 0.4 |
|
Executive Wealth Group LLC
✚
|
WA | 0.4 |
|
Peterson Wealth Services Inc
✚
|
UT | 0.4 |
|
Actium LLC
✚
|
MI | 0.4 |
|
Allegiant Wealth Advisors LLC
✚
|
OK | 0.4 |
|
Wealth Effects LLC
✚
|
MA | 0.4 |
|
Carl P Sherr & Co LLC
✚
|
MA | 0.4 |
|
Oldfather Financial Services LLC
✚
|
NE | 0.4 |
|
Financial Freedom LLC
✚
|
OH | 0.4 |
|
Strathmore Capital Advisors Inc
✚
|
NC | 0.4 |