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SELBY WEALTH MANAGEMENT
SELBY WEALTH MANAGEMENT, LLC
CRD 334084 · SEC 801-131659
2200 POWELL STREET, SUITE 350, EMERYVILLE, CA, 94608, United States
Phone
415-857-9670
Fax
415-789-3299
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$544.8M
Discretionary AUM
$544.8M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $22.6M |
| High net worth individuals | 112 | $454.3M |
| Pension/profit sharing plans | 18 | $54.4M |
States served
CA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD