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SELECTIVE WEALTH MANAGEMENT, INC.
CRD 164882File 801-108568
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.SELECTIVEWM.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 697 | 692 | decreased by5 |
| Apr 1, 2026 | Clients | 764 | 697 | decreased by67 |
| Apr 1, 2026 | AUM | $425,928,464 | $454,812,962 | increased by$28,884,498 |
| Apr 1, 2026 | Accounts | 1,854 | 1,801 | decreased by53 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 814 | 764 | decreased by50 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $441,654,156 | $425,928,464 | decreased by$15,725,692 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,935 | 1,854 | decreased by81 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 9 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 882 | 814 | decreased by68 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $408,552,589 | $441,654,156 | increased by$33,101,567 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,938 | 1,935 | decreased by3 |
| Mar 1, 2022 | Employees | 10 | 16 | increased by6 |
| Mar 1, 2022 | Clients | 725 | 882 | increased by157 |
| Mar 1, 2022 | AUM | $342,537,636 | $408,552,589 | increased by$66,014,953 |
| Mar 1, 2022 | Accounts | 1,526 | 1,938 | increased by412 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SELECTIVE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SELECTIVE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.