RIA Intel›Advisers›Virginia›SELECTIVE WEALTH MANAGEMENT, INC.

SELECTIVE WEALTH MANAGEMENT, INC.

Advisory

N·FOREST, VA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM
$455M
1-Year AUM Growth
+9.4%
3-Year CAGR
+4.6%
Employees
8
Assets Under Management
Total AUM$455M
Discretionary AUM$455M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients764
Team
Total Employees8
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record41
First FilingOct 18, 2016
Latest FilingMar 9, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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