Unclaimed Profile

Kaleb William Matson

SELECTIVE WEALTH MANAGEMENT, INC.·LYNCHBURG, Virginia

Series 6, Series 63, Series 65Clean record12 years registeredSELECTIVE 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. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SELECTIVE WEALTH MANAGEMENT, INC.

SELECTIVE WEALTH MANAGEMENT, INC.

Aug 2013 – Jul 2019

Denver, CO

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · August 27, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SELECTIVE WEALTH MANAGEMENT, INC.

CRD 164882 · SEC 801-108568

AUM

$392M

Regulatory assets under management

Employees

2,000 client accounts

Services offered by SELECTIVE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SELECTIVE WEALTH MANAGEMENT, INC. →

Introduction

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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.

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, last registered with SELECTIVE WEALTH MANAGEMENT, INC..

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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