Selective Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Forest, VA. Its latest Form ADV filing, dated March 9, 2026, reports $455M in regulatory assets under management, 9 employees, 6 offices, and 1,801 accounts.
Assets Under Management
$455M
Employees
9
Offices
6 offices
Total Clients
697
Primary office
FOREST, VA
1149 VISTA PARK DRIVE, UNIT D, FOREST, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.3% of total clients.
Top client categories% of clientsClients
1
Individuals
72.3%
504
2
HNWI
26.4%
184
3
Irrevocable Trusts/Estates
0.7%
5
4
Corporations
0.4%
3
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$455Mas of March 9, 2026
Discretionary100.0%
$455M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$455M
Total Accounts1,801
10Y AUM Change+$424M (+1388.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee77:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.