Selah Wealth Advisors
Firm details
- Headquarters
- ,
- CRD number
- 328518
- Website
- www.selahwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Selah Wealth Advisors operates as a small, independent registered investment adviser focused on individuals and families. The firm combines fee-based portfolio management with financial planning and client education, and it also acts as an insurance broker. Its advisory work targets individual and small-business clients rather than institutional plans or pension consulting. Selah structures client fees both as a percentage of assets under management and through fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity centers on liquid, public asset classes — mutual funds and other pooled public funds are its primary building blocks — but the firm supplements core portfolios with insurance products where appropriate. Selah does not present itself as an ESG-focused manager and is organized to serve a localized client base rather than a multi-state advisory footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds58%
- Exchange Traded Equities36%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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