Selby Wealth Management, LLC
● SEC registered since 2024CRD 334084SEC# 801-131659Emeryville, CA
Reg. AUM
$544.8M
Employees
4
Accounts
480
Location
Emeryville, CA
Selby Wealth Management, LLC assets under management
Selby Wealth Management, LLC is an SEC-registered investment adviser based in Emeryville, CA. The firm has been registered since 2024. It reports $544.8 million in regulatory assets under management and employs 4 people.
Selby Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Albert Wells Control | Principal, Investment Strategist, Chief Compliance Officer | 50-75% | 2024 |
| Robert John Wells Control | Principal, Investment Strategist | 50-75% | 2024 |
Frequently asked questions
How much does Selby Wealth Management, LLC manage?
Selby Wealth Management, LLC reports $544.8 million in regulatory assets under management on its Form ADV.
How many employees does Selby Wealth Management, LLC have?
Selby Wealth Management, LLC reports 4 employees.
Where is Selby Wealth Management, LLC located?
Selby Wealth Management, LLC is based in Emeryville, CA and has been SEC-registered since 2024.
Does Selby Wealth Management, LLC disclose fund performance?
Selby Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2200 Powell Street, Suite 350, Emeryville, CA 94608 |
| Phone | 415-857-9670 |
| Fax | 415-789-3299 |
| Office hours | M-Th: 7:00a.m. Pt To 4:00p.m. Pt; F: 7:00a.m. Pt To 3:00p.m. Pt |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$544.8M▲ 10%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$544.8Mregulatory AUM
Discretionary $544.8M