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| Happy Holidays!! thanks for using AUM13F!! |
| Selkirk Wealth Advisors LLC
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|---|---|
| CRD # | 173605 |
| SEC # | 801-123621 |
| CIK # | |
| AUM | $207.1 M (2025-07-01) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 509-270-2886 |
| Address | 203 N Washington St Spokane, WA 99201 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 73.0 |
| (b) Individuals (high net worth individuals) | 52 | 128.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 601 | 207.1 |
| By Discretionary | ||
| Discretionary | 601 | 207.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 601 | 207.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.1 | |
| Total | 601 | 207.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pacific Peak Advisors LLC
✚
|
ID | 0.2 |
|
Prosperity Advisory Group LLC
✚
|
NY | 0.2 |
|
1858 Wealth Management LLC
✚
|
OH | 0.2 |
|
Global Trust Wealth Management LLC
✚
|
FL | 0.2 |
|
The Herbst Group LLC
✚
|
0.2 | |
|
Taconic Advisors Inc
✚
|
NY | 0.2 |
|
The Capital Group Fiduciary Advisors LLC
✚
|
0.2 | |
|
Park State Asset Management LLC
✚
|
MA | 0.2 |
|
Alapocas Investment Partners Inc
✚
|
MA | 0.2 |
|
Spectrum Financial Resources LLC
✚
|
MI | 0.2 |