Selective Wealth Management, Inc.
Selective Wealth Management, Inc. is an SEC-registered mass-market adviser in Forest, VA with $454.8M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Selective Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164882, SEC 801-108568, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $454.8M (2026-05-15)
- Firm type
- Mass-Market Adviser
- Location
- Forest, VA
- Employees
- 9
- Clients
- 697
- CRD
- 164882
- Ownership
- DEVLIN, CHRISTOPHER, JAMES; SMITH, WILLIAM, M. MI ONLY; STANDEVEN, JOSHUA, RYAN; BUTZ, DAVID, THOMAS; DEVLIN, WILLIAM, JACKSON
How much AUM does Selective Wealth Management, Inc. have?
Selective Wealth Management, Inc. reported $454.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Selective Wealth Management, Inc.?
Disclosed owners and executives of Selective Wealth Management, Inc. include DEVLIN, CHRISTOPHER, JAMES, SMITH, WILLIAM, M. MI ONLY, STANDEVEN, JOSHUA, RYAN, BUTZ, DAVID, THOMAS, DEVLIN, WILLIAM, JACKSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.