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| Selective Wealth Management Inc
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|---|---|
| CRD # | 164882 |
| SEC # | 801-108568 |
| CIK # | 0001755670 |
| AUM | 454.8 M (2026-05-15) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 434-515-1517 |
| Address | 1149 Vista Park Drive Forest, VA 24551 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.6 | ||
| Facebook Inc | 9.4 | ||
| Okta Inc | 4.4 | ||
| Docusign Inc | 3.6 | ||
| Salesforce Com Inc | 3.3 | ||
| Veeva Systems Inc | 3.2 | ||
| Nvidia Corp | 2.9 | ||
| Gitlab Inc | 2.9 | ||
| Visa Inc | 2.9 | ||
| Microsoft Corp | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 504 | 95.2 |
| (b) Individuals (high net worth individuals) | 184 | 345.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 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 | 3 | 11.2 |
| (n) Other | 5 | 3.0 |
| Total | 1,801 | 454.8 |
| By Discretionary | ||
| Discretionary | 1,801 | 454.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,801 | 454.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 454.3 | |
| Total | 1,801 | 454.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001755670] | |
| D | [0001755670] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| LEI | 45-5609012 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Warner Group LLC
✚
|
CT | 458.5 M |
|
Access Investment Management LLC
✚
|
GA | 456.4 M |
|
Mullooly Asset Management Inc
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|
NJ | 455.6 M |
|
Chaney Capital Management Inc
✚
|
WA | 455.5 M |
|
Columbus Investment Advisory Inc
✚
|
OH | 453.7 M |
|
Laurel Wealth Planning LLC
✚
|
MN | 453.6 M |
|
McClarren Financial Advisors Inc
✚
|
PA | 453.0 M |
|
Aspen Investment Management Inc
✚
|
MI | 452.5 M |
|
IFC Personal Money Managers Inc
✚
|
NY | 450.9 M |
|
Silverleafe Capital Partners LLC
✚
|
TN | 449.2 M |