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SELECTIVE WEALTH MANAGEMENT, INC.
CRD 164882 · SEC 801-108568
1149 VISTA PARK DRIVE, UNIT D, FOREST, VA, 24551, United States
Phone
434-515-1517
Fax
0
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$454.8M
Discretionary AUM
$454.8M
Team
9 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 504 | $95.2M |
| High net worth individuals | 184 | $345.4M |
| Charitable organizations | 1 | $5K |
| Corporations/business entities | 3 | $11.2M |
States served
AL, AZ, AR, CA, CO, DE, GA, IL, IN, KY, LA, ME, MD, MA, MI, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, VA, WV, MO, WA, TX, FL
All web addresses on file
- https://www.facebook.com/selectivewealthmanagement/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SELECTIVE_WEALTH_MANAGEMENT
- HTTPS://WWW.SELECTIVEWM.COM
- HTTPS://TWITTER.COM/SELECTIVEWM
- https://www.youtube.com/channel/UCaDJ22F0zKVE-sy-Ea_k4Kw
- HTTPS://WWW.SELECTIVEWEALTHMANAGEMENT.COM
- https://www.charlottesvillefinancialadvisors.com/
Official SEC filing: View on IAPD