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| Happy Holidays!! thanks for using AUM13F!! |
| Selective Wealth Management Inc
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| CRD # | 164882 |
| SEC # | 801-108568 |
| CIK # | 0001755670 |
| AUM | $425.9 M (2025-07-31) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 434-515-1517 |
| Address | 1149 Vista Park Drive Forest, VA 24551 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001755670 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 11.7 | ||
| Twilio Inc | 7.0 | ||
| Salesforce Com Inc | 6.1 | ||
| Veeva Systems Inc | 5.6 | ||
| Apple Inc | 5.4 | ||
| ServiceNow Inc | 4.6 | ||
| Okta Inc | 3.6 | ||
| Docusign Inc | 3.6 | ||
| VISA Inc | 3.0 | ||
| Microsoft Corp | 2.3 | ||
| Nvidia Corp | 1.8 | ||
| International Business Machines Corp | 1.5 | ||
| Intel Corp | 1.4 | ||
| Alibaba Group Holding Ltd | 1.3 | ||
| Exxon Mobil Corp | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 574 | 108.5 |
| (b) Individuals (high net worth individuals) | 178 | 301.5 |
| (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 | 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 | 4 | 13.0 |
| (n) Other | 7 | 2.9 |
| Total | 1,854 | 425.9 |
| By Discretionary | ||
| Discretionary | 1,854 | 425.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,854 | 425.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 425.3 | |
| Total | 1,854 | 425.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001755670] | |
| D | [0001755670] |
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Investor's Fiduciary Advisor Network LLC
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O'Keefe Stevens Advisory Inc
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TFG Advisers LLC
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Aurdan Capital Management LLC
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