Selective Wealth Management Inc
Legal Name: SELECTIVE WEALTH MANAGEMENT, INC.
Full Contact Details
Selective Wealth Management Inc
828 MAIN ST, SUITE 1101, LYNCHBURG, VA
434-515-1517
Other Info
Selective Wealth Management Inc, also known as SELECTIVE WEALTH MANAGEMENT, INC., is a DE Corporation that provides advisory services with 9 employees. Their clients' number remains unknown, and as of Oct 28, 2016, the firm's SEC status is listed as Approved.
Selective Wealth Management
Selective Wealth Management offers personalized financial planning, tax planning, and investment management to create measurable value for our clients.
Selective Team
(434) 515-1517 [email protected] Client Login Menu HomeAboutOur TeamPlanning Opportunities That MatterRisk AlignmentTax OptimizationInvestingContact Client Login Page Not Found Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the pa…
Direct Owners
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CHRISTOPHER JAMES DEVLIN
MANAGING MEMBER owns more than 50% but less than 75%
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JOSHUA RYAN STANDEVEN
CHIEF COMPLIANCE OFFICER; NON-MEMBER owns less than 5%
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KALEB WILLIAM MATSON
MEMBER owns less than 5%
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MATTHEW LEE SCHUBERT
CEO owns more than 10% but less than 25%
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MIDDLEBELT SWM LLC
SHAREHOLDER owns more than 5% but less than 10%
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STEVE R. MI ONLY MROZ
MEMBER owns more than 5% but less than 10%
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WILLIAM JACKSON DEVLIN
MEMBER owns more than 5% but less than 10%
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WILLIAM M. MI ONLY SMITH
MEMBER owns less than 5%
Firms Located Nearby
News
- Selective Wealth Management, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Selective Wealth Management, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Selective Wealth Management, Inc. Q4 2022 vs. Q2 2023 13F Holdings Comparison
- Comparing Selective Wealth Management's Q3 and Q4 2022 Holdings: Winners and Losers