Selective Wealth Management, Inc.
Firm details
- Headquarters
- Forest, Virginia
- CRD number
- 164882
- Registered since
- October 28, 2016
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.95%
- Individuals20.93%
- Corporations / Businesses2.47%
- Other0.65%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Selective Wealth Management, Inc. is an independent registered investment adviser that appears to run a traditional wealth-management practice for individuals, families and some institutional clients. The firm is SEC registered (2016) and operates on a percentage-of-AUM fee model, providing financial planning and portfolio management services geared toward individuals and small businesses. Its filings note that it sponsors and serves as a general partner/managing member of pooled investment vehicles, and it is not identified as an active ESG investor. A Citywire mention in 2020 placed the firm in a "50 Growers Across America" list.
Assets & Accounts
Public Holdings
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 Funds73%
- Exchange Traded Equities16%
- US Government Bonds6%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$371M in ETFs
69%
$254M
14%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $99.1M | 985,111 | 26.69% |
Location
Forest, VA
Bedford
Location
Forest, VA
Headquartered in Forest, VA, in the South of the United States.
- Region
- South
- County
- Bedford
- Address
- 1149 Vista Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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