SELECTIVE WEALTH MANAGEMENT, INC.

FOREST, Virginia·5 registered advisors·CRD# 164882
SEC# 801-1085687434-515-1517
01

Firm Overview

AUM
$392M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at SELECTIVE WEALTH MANAGEMENT, INC.

5 registered advisors
Christopher James Devlin
FOREST, Virginia
Joshua Ryan Standeven
FOREST, Virginia
Kaleb William Matson
LYNCHBURG, Virginia
Matthew Lane Turner
FOREST, Virginia
Matthew Lee Schubert
LYNCHBURG, Virginia
05

Office Locations

FOREST, Virginia
3 advisors
LYNCHBURG, Virginia
2 advisors

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Data sourced from SEC Form ADV filings. SELECTIVE WEALTH MANAGEMENT, INC. (CRD# 164882) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.