SELKIRK WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2022

Total AUM

$184M

Discretionary

$184M

100% of AUM

Avg account

$1.1M

Accounts

166

Employees

Advisory reps

Firm details

Headquarters: SPOKANE, Washington
CRD number: 173605
Registered since: April 11, 2022
Website: selkirkwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.32%
Individuals18.33%
Charitable Organizations3.31%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Selkirk Wealth Advisors, LLC is an independent, state-registered investment adviser that acts as a capital allocator for individual and family clients. Registered in 2022 and organized as a limited liability company with individual ownership, the firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its service set includes pension consulting and the selection of third‑party advisers, which signals a willingness to blend in‑house management with outsourced managers when specialized expertise or access to alternatives is required. Investment behavior tilts toward pooled public funds and separately managed account structures, supplemented by targeted allocations to corporate debt and externally managed alternative strategies. The firm does not classify itself as an active ESG investor and reports a fee model that mixes AUM charges with hourly and fixed-fee engagements, allowing flexibility across planning and ongoing management relationships.