Overview

Assets Under Management: $426 million
Headquarters: FOREST, VA
High-Net-Worth Clients: 178
Average Client Assets: $2 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 178
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,854
Discretionary Accounts: 1,854

Regulatory Filings

CRD Number: 164882
Filing ID: 2007002
Last Filing Date: 2025-07-31 11:53:00
Website: https://selectivewm.com

Form ADV Documents

Primary Brochure: ADV FORM 2A (2025-07-31)

View Document Text
Selective Wealth Management, Inc. Form ADV – Part 2A Item 2: Material Changes  Item 3: Table of Contents Item 4 Advisory Business A. Description of Advisory Firm B. Types of Advisory Services Advisory Services       Services Limited to Specific Types of Investments C. Client Tailored Services and Client Imposed Restrictions D. Wrap Fee Programs E. Assets Under Management         Item 5 Fees and Compensation A. Fee Schedule Investment Supervisory Services Fees Stand-Alone Financial Planning Fees B. Payment of Fees C. Clients Are Responsible For Third Party Fees D. Outside Compensation for the Sale of Securities to Clients Item 6 Performance-Based Fees and Side-By-Side Management Item 7 Types of Clients Minimum Account Size Item 8 Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis and Investment Strategies Methods of Analysis Investment Strategies B. Material Risks Involved Methods of Analysis Investment Strategies C. Risks of Specific Securities Utilized Item 9 Disciplinary Information Item 10 Other Financial Industry Activities and Affiliations A. Registration as a Broker/Dealer or Broker/Dealer Representative B. Registration as a Futures Commission Merchant, Commodity Pool Operator, or a Commodity Trading Advisor C. Registration Relationships Material to this Advisory Business and Possible Conflicts of Interests D. Selection of Other Advisers or Managers and How This Adviser is Compensated for Those Selections E. Arrangements with Affiliated Entities Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. Code of Ethics B. Recommendations Involving Material Financial Interests C. Investing Personal Money in the Same Securities as Clients D. Trading Securities At/Around the Same Time as Clients’ Securities Item 12 Brokerage Practices A. Factors Used to Select Custodians and/or Broker/Dealers        Research and Other Soft-Dollar Benefits                Brokerage for Client Referrals Clients Directing Which Broker/Dealer/Custodian to Use B. Aggregating (Block) Trading for Multiple Client Accounts Item 13 Review of Accounts A. Frequency and Nature of Periodic Reviews B. Factors That Will Trigger a Non-Periodic Review of Client Accounts C. Content and Frequency of Regular Reports Provided to Clients Item 14 Client Referrals and Other Compensation A. Economic Benefits Provided by Third Parties for Advice Rendered to Clients (Includes Sales Awards or Other Prizes) B. Compensation to Non – Advisory Personnel for Client Referrals Item 15 Custody Wire Transfer and/or Standing Letter of Authorization        Item 16 Investment Discretion Item 17 Voting Client Securities Item 18 Financial Information Item 19 Requirements for State-Registered Advisers