Firm profile

SELKIRK WEALTH ADVISORS, LLC

SPOKANE, WACRD 173605Latest ADV March 23, 2026

Selkirk Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Spokane, WA. Its latest Form ADV filing, dated March 23, 2026, reports $184M in regulatory assets under management, 4 employees, 1 office, and 166 accounts.

Assets Under Management
$184M
Employees
4
Offices
1 office
Total Clients
164
Primary office
SPOKANE, WA
203 N WASHINGTON ST, SUITE 203, SPOKANE, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOEric J. Stutzman
CCOEric J. Stutzman

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 62.8% of total clients.
Top client categories% of clientsClients
1
Individuals
62.8%
103
2
HNWI
37.2%
61
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$184Mas of March 23, 2026
Discretionary100.0%
$184M
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$184M
Total Accounts166
10Y AUM Change+$80M (+76.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee41:1
10Y Employee Change+1 (+33.3%)

* 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.