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 began SEC registration in 2016. The firm provides financial planning and discretionary portfolio management, primarily for individual and family clients as well as some institutional relationships. Compensation is based on a percentage of assets under management. The firm is not positioned as an ESG-focused manager and does not identify as a pension consultant or related adviser. It also reports activity as a sponsor, general partner, or managing member of pooled investment vehicles, indicating the capability to create or manage proprietary pooled structures alongside third‑party allocations. Selective Wealth Management was named to Citywire’s "50 Growers Across America" list in 2020.
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
2 of 2CHRISTOPHER DEVLIN
Founder and Chief Executive OfficerCRD 6093992
JOSHUA STANDEVEN
Chief Compliance OfficerCRD 6163943
Contacts
3 of 7Marjun Tare
PartnerCRD 6841791
BRIAN LIEDSTRAND
Investment Advisor RepresentativeCRD 6339738
Robert Wigfield
Director of Operations, Wealth AdvisorCRD 7277469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$306M in ETFs
76%
$233M
12%
$72.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $81.4M | 808,654 | 26.61% |
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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