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SELECTIVE WEALTH MANAGEMENT, INC.
SELECTIVE WEALTH MANAGEMENT, INC.
FOREST, Virginia
·
10 registered advisors
·
CRD# 164882
SEC# 801-108568
7
434-515-1517
01
Firm Overview
AUM
$392M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at SELECTIVE WEALTH MANAGEMENT, INC.
10 registered advisors
Christopher James Devlin
FOREST, Virginia
CRD# 6093992
David Thomas Butz
LYNCHBURG, Virginia
CRD# 7501780
Joshua Ryan Standeven
FOREST, Virginia
CRD# 6163943
Kaleb William Matson
LYNCHBURG, Virginia
CRD# 5964531
Mark D. Mi Only Eckenrode
LYNCHBURG, Virginia
CRD# 6118330
Matthew Lane Turner
FOREST, Virginia
CRD# 4734781
Matthew Lee Schubert
LYNCHBURG, Virginia
CRD# 6753329
Steve R. Mi Only Mroz
LYNCHBURG, Virginia
CRD# 6118331
William Jackson Devlin
LYNCHBURG, Virginia
CRD# 6118325
William M. Mi Only Smith
LYNCHBURG, Virginia
CRD# 6296822
05
Office Locations
LYNCHBURG, Virginia
7 advisors
FOREST, Virginia
3 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
.