Selby Wealth Management
Selby Wealth Management is an SEC-registered wealth manager in Emeryville, CA with $544.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Selby Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334084, SEC 801-131659, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $544.8M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Emeryville, CA
- Employees
- 4
- Clients
- 187
- CRD
- 334084
- Ownership
- WELLS, ROBERT, JOHN; WELLS, JOSEPH, ALBERT
How much AUM does Selby Wealth Management have?
Selby Wealth Management reported $544.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Selby Wealth Management?
Disclosed owners and executives of Selby Wealth Management include WELLS, ROBERT, JOHN, WELLS, JOSEPH, ALBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.