← Directory
SELECTIVE WEALTH MANAGEMENT, INC.
CRD 164882File 801-108568
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$454.8M
Above cohort median (national)
Discretionary AUM
$454.8M
Clients
692
1,801 accounts
Employees
9
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 28, 2016
- Principal office
- 1149 VISTA PARK DRIVE, UNIT D, FOREST, VA, 24551
- Phone
- 434-515-1517
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $454.8M
- Discretionary AUM
- $454.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,801
- Non-discretionary accounts
- 0
- Total accounts
- 1,801
- AUM per client
- $657K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $11.2M |
| Charitable organizations | Fewer than 5 | $5K |
| High net worth individuals | 184 | $345.4M |
| Individuals (other than high net worth individuals) | 504 | $95.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 697 | 692 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.