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SELBY WEALTH MANAGEMENT
Legal name: SELBY WEALTH MANAGEMENT, LLC
CRD 334084File 801-131659
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$544.8M
Above cohort median (national)
Discretionary AUM
$544.8M
Clients
187
480 accounts
Employees
4
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 19, 2024
- Principal office
- 2200 POWELL STREET, SUITE 350, EMERYVILLE, CA, 94608
- Phone
- 415-857-9670
- Website
- https://www.selbywealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $544.8M
- Discretionary AUM
- $544.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 480
- Non-discretionary accounts
- 0
- Total accounts
- 480
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $13.5M |
| High net worth individuals | 112 | $454.3M |
| Pension and profit sharing plans | 18 | $54.4M |
| Individuals (other than high net worth individuals) | 57 | $22.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 174 | 187 | increased by13 |
| Mar 1, 2026 | AUM | $494,574,705 | $544,790,253 | increased by$50,215,548 |
| Mar 1, 2026 | Accounts | 475 | 480 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 4 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 0 | 174 | increased by174 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $494,574,705 | increased by$494,574,705 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 475 | increased by475 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SELBY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SELBY 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.