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Kaleb William Matson

SELECTIVE WEALTH MANAGEMENT, INC.·LYNCHBURG, Virginia
Unclaimed Profile
828 MAIN ST, LYNCHBURG, VA 24504CRD# 5964531Firm CRD# 164882
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SELECTIVE WEALTH MANAGEMENT, INC.
SELECTIVE WEALTH MANAGEMENT, INC.
AUM
$392M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SELECTIVE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5964531
Firm CRD# 164882
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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