Selective Wealth Management, Inc.

EST. AUM
$454,812,962

CONTACTS

CLIENT ACCOUNTS
1,801

Firm Details

Metro area Richmond
CRD Number 164882
Website selectivewealthmanagement.com
Client types

Overview

Selective Wealth Management is a fee-only fiduciary registered investment advisor with offices in Virginia and North Carolina, providing comprehensive wealth management services to individuals and families across the United States. Founded in 2012, the firm grew to over $350 million in assets under management through 13 strategic acquisitions and operates with an in-house team of CFP® professionals, a CPA, estate attorneys, and insurance specialists working collaboratively to serve all aspects of a client's financial life. Selective serves clients both in-person and remotely, and never earns commissions.

Platform Details

See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Selective Wealth Management, Inc.

Platform Details

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