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Joshua Ryan Standeven

Selective Wealth Management, Inc.

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About Joshua Ryan Standeven

Joshua Ryan Standeven is an Investment Advisor Representative with Selective Wealth Management, Inc. Joshua has been with the firm since January 2013 and holds the Series 65 license. Joshua is registered with the state of Virginia as an Investment Advisor Representative. Joshua Ryan Standeven is also registered with the state of Texas as an Investment Advisor Representative. The firm specializes in providing financial planning and portfolio management services to individuals and businesses. The firm also provides financial planning services to trusts, estates, and charitable organizations.

Firm Information

Joshua Standeven is currently registered with Selective Wealth Management, Inc.. 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.

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Joshua Standeven’s Registration & Firm History

VA

02/20/2013 - Present

Selective Wealth Management, Inc. (FOREST VA)

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Licenses & Designations

IA

Issued 02/11/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Ryan Standeven.
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