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Selective Wealth Management, Inc.

Headquartered in FOREST, VA

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Firm Information

Selective Wealth Management, Inc. is a registered investment adviser headquartered in FOREST, VA. They manage approximately $441,654,156 in assets for 1,935 clients. Their services include financial planning and portfolio management for individuals and businesses. They have 9 investment adviser representatives and 8 investment advisory functions.

Selective Wealth Management, Inc.

1149 VISTA PARK DRIVE

FOREST, VA 24551

$441.65M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

SELECTIVE WEALTH MANAGEMENT, INC. has a total of 4 branch locations across the country.
location

Charlotte, NC

location

FOREST, VA

location

DENVER, CO

location

Hubert, NC

Advisors at Selective Wealth Management, Inc.

View All 10 Advisors
Unclaimed
Robert Gregory Wigfield

CFP®, RA

FOREST, VA

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Unclaimed
Christopher James Devlin

CFA®, RA

FOREST, VA

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Unclaimed
Shannon Wesley Kirkpatrick

RA

FOREST, VA

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Unclaimed
Trent Cruz Tarnstrom

CFP®, RA

FOREST, VA

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Unclaimed
Andrew John Neiderer

CFP®, RA

FOREST, VA

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Unclaimed
Matthew Lane Turner

CFP®, RA

FOREST, VA

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Unclaimed
Joshua Ryan Standeven

RA

FOREST, VA

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Unclaimed
Brian Thomas Liedstrand

RA

FOREST, VA

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Disclosures

There are no public disclosures for Selective Wealth Management, Inc..

Frequently Asked Questions (7)

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