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 Aug 17, 2026

Regulatory AUM

$544.8M

Above cohort median (national)

Discretionary AUM

$544.8M

Clients

187

480 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.