Unclaimed Profile

Kaleb William Matson

SELECTIVE WEALTH MANAGEMENT, INC.·LYNCHBURG, Virginia

Clean recordSELECTIVE WEALTH MANAGEMENT, INC.

828 MAIN ST, LYNCHBURG, VA 24504CRD# 5964531Firm CRD# 164882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kaleb William Matson · LYNCHBURG, VA

Registration

CRD #5964531 · SELECTIVE WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kaleb William Matson is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with SELECTIVE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SELECTIVE WEALTH MANAGEMENT, INC.

AUM

$392M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SELECTIVE WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5964531

Firm CRD# 164882

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kaleb William Matson offer?

Kaleb William Matson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LYNCHBURG, Virginia for a consultation.

What are Kaleb William Matson's credentials?

Kaleb William Matson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kaleb William Matson located?

Kaleb William Matson is based in LYNCHBURG, Virginia, working with SELECTIVE WEALTH MANAGEMENT, INC.. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.

How does Kaleb William Matson charge for services?

Kaleb William Matson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SELECTIVE WEALTH MANAGEMENT, INC.?

SELECTIVE WEALTH MANAGEMENT, INC. has approximately 12 employees and manages $392M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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