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