Selective Wealth Management is an investment advisor in Forest with $408.55 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Selective Wealth Management
SEC CIK
IRS number
455609012
SEC advisor number
801-108568
FINRA CRD number
164882
AUM ?
$392.48 mm
(as of 13 Feb 24)
Accounts
2,000
(as of 13 Feb 24)
Employees
12
(10 investment advisory or research)
Address
Selective Wealth Management
828 MAIN ST
SUITE 1101
LYNCHBURG
VA 24504
828 MAIN ST
SUITE 1101
LYNCHBURG
VA 24504
Phone
4345151517
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Aug 21