Selective Wealth Management, Inc.
● SEC registered since 2016CRD 164882SEC# 801-108568Forest, VA
Reg. AUM
$454.8M
Employees
9
Accounts
1,801
Location
Forest, VA
Selective Wealth Management, Inc. assets under management
Selective Wealth Management, Inc. operates as an SEC-registered investment adviser based in Forest, VA. The firm has been registered since 2016. It reports $454.8 million in regulatory assets under management and employs 9 people.
Selective Wealth Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Devlin Control | Chief Investment Officer, Ceo | 25-50% | 2012 |
| Joshua Ryan Standeven Control | Chief Compliance Officer | Under 5% | 2013 |
| Middlebelt Swm Lq LLC Control | Limited Partner | 50-75% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Selective Wealth Management, Inc. manage?
Selective Wealth Management, Inc. reports $454.8 million in regulatory assets under management on its Form ADV.
How many employees does Selective Wealth Management, Inc. have?
Selective Wealth Management, Inc. reports 9 employees.
Where is Selective Wealth Management, Inc. located?
Selective Wealth Management, Inc. is based in Forest, VA and has been SEC-registered since 2016.
Does Selective Wealth Management, Inc. disclose fund performance?
Selective Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1149 Vista Park Drive, Unit D, Forest, VA 24551 |
| Phone | 434-515-1517 |
| Fax | 0 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1755670 |
| Discloses disciplinary history | No |
Regulatory AUM
$454.8M▲ 3%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$454.8Mregulatory AUM
Discretionary $454.8M