Hedge Fund Database

SELECTIVE WEALTH MANAGEMENT, INC.

Adviser information for SELECTIVE WEALTH MANAGEMENT, INC. last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 10
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,000 $392.5M
Non-Discretionary 0 $0
Total 2,000 $392.5M

Clients

Type Number RAUM
Individuals 689 $122.7M
HNW Individuals 162 $255.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $25,109
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $10.4M
Other 8 $3.8M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-108568
SEC ERA File Number 801-108568
SEC CIK Numbers 1755670
SEC CRD Numbers 164882
Legal Entity Identifier 45-5609012

Principal Office

1149 VISTA PARK DRIVE
UNIT D
FOREST
VA
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 434-515-1517, Fax: 0

Websites

www.facebook.com/selectivewealthmanagement/ www.linkedin.com/company/selective_wealth_management www.selectivewm.com twitter.com/selectivewm www.youtube.com/channel/ucadj22f0zkve-sy-ea_k4kw www.selectivewealthmanagement.com www.wealthguideiq.com/ www.linkedin.com/company/wealthguideiq/ www.facebook.com/profile.php?id=100092314122372 twitter.com/wealthguideiq www.charlottesvillefinancialadvisors.com/

Chief Compliance Officer

JOSHUA RYAN STANDEVEN
OPERATIONS MANAGER
1149 VISTA PARK DRIVE
UNIT D
FOREST
VA
United States
Tel: 434-260-6155
(Full email address available in API data)

Industry Affiliates

MATTHEW TURNER/STRATEGIC FUNDING Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DEVLIN, CHRISTOPHER, JAMES Individual – CHIEF INVESTMENT OFFICER, CEO 06/2012 25-50%
STANDEVEN, JOSHUA, RYAN Individual – CHIEF COMPLIANCE OFFICER 02/2013 < 5%
MIDDLEBELT SWM LQ LLC Domestic Entity – LIMITED PARTNER 11/2018 50-75%

No. Employees, Historic

2010020192020202120222023202420259 on 7/18/20199 on 9/5/201913 on 1/23/202013 on 6/10/202013 on 7/29/202013 on 8/31/202013 on 10/8/202010 on 3/18/202110 on 9/14/202110 on 10/8/202110 on 10/21/202116 on 2/22/202216 on 3/9/202216 on 6/30/202216 on 6/30/202216 on 8/1/202216 on 9/1/202216 on 12/2/202211 on 2/9/202311 on 3/14/202311 on 3/23/202311 on 5/16/202312 on 2/13/202412 on 3/18/202412 on 3/19/2024

RAUM, Historic

500M250M02019202020212022202320242025136740971 on 7/18/2019136740971 on 9/5/2019171129212 on 1/23/2020171129212 on 6/10/2020280626177 on 7/29/2020280626177 on 8/31/2020280626177 on 10/8/2020342537636 on 3/18/2021342537636 on 9/14/2021342537636 on 10/8/2021342537636 on 10/21/2021408552589 on 2/22/2022408552589 on 3/9/2022408552589 on 6/30/2022408552589 on 6/30/2022408552589 on 8/1/2022408552589 on 9/1/2022408552589 on 12/2/2022358769908 on 2/9/2023358769908 on 3/14/2023358769908 on 3/23/2023358769908 on 5/16/2023392478082 on 2/13/2024392478082 on 3/18/2024392478082 on 3/19/2024

No. Clients, Historic

2,0001,00002019202020212022202320242025613 on 7/18/2019613 on 9/5/2019526 on 1/23/2020526 on 6/10/2020825 on 7/29/2020825 on 8/31/2020825 on 10/8/2020725 on 3/18/2021725 on 9/14/2021725 on 10/8/2021725 on 10/21/2021882 on 2/22/2022882 on 3/9/2022882 on 6/30/2022882 on 6/30/2022882 on 8/1/2022882 on 9/1/2022882 on 12/2/20221037 on 2/9/20231037 on 3/14/20231037 on 3/23/20231037 on 5/16/2023865 on 2/13/2024865 on 3/18/2024865 on 3/19/2024

Holdings

From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ACCENTURE PLC IRELAND SHS CLASS A 1M 5K 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 4M 56K 0
ALPHABET INC CAP STK CL C 345K 2K 0
ALPHABET INC CAP STK CL A 459K 2K 0
AMAZON COM INC COM 1M 5K 0
AMCOR PLC ORD 115K 12K 0
AMERICAN CENTY ETF TR US SML CP VALU 619K 7K 0
AMERICAN CENTY ETF TR INTL SMCP VLU 428K 7K 0
APPLE INC COM 5M 22K 0
APPLIED MATLS INC COM 439K 2K 0
AT&T INC COM 313K 17K 0
BANK AMERICA CORP COM 637K 15K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 895K 2K 0
BLACKSTONE INC COM 220K 2K 0
BRISTOL-MYERS SQUIBB CO COM 327K 8K 0
CATERPILLAR INC COM 352K 1K 0
COCA COLA CO COM 339K 5K 0
COSTCO WHSL CORP NEW COM 624K 704 0
CSX CORP COM 221K 7K 0
DIMENSIONAL ETF TRUST SHORT DURATION F 222K 5K 0
DOCUSIGN INC COM 3M 61K 0
ELI LILLY & CO COM 294K 315 0
ESSENTIAL PPTYS RLTY TR INC COM 588K 21K 0
EXCHANGE LISTED FDS TR CABANA TRGT BETA 700K 32K 0
EXCHANGE LISTED FDS TR CABANA MODERATE 363K 17K 0
EXXON MOBIL CORP COM 2M 15K 0
FIDELITY COMWLTH TR NASDAQ COMPSIT 238K 3K 0
FIRST TR EXCHANGE-TRADED FD WTR ETF 357K 4K 0
FORD MTR CO DEL COM 179K 14K 0
GE AEROSPACE COM NEW 344K 2K 0
INTEL CORP COM 3M 78K 0
INTERCONTINENTAL EXCHANGE IN COM 285K 2K 0
INTERNATIONAL BUSINESS MACHS COM 1M 6K 0
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 530K 11K 0
INVESCO EXCHANGE TRADED FD T DORSEY WRGT CSMR 202K 2K 0
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 276K 3K 0
INVESCO QQQ TR UNIT SER 1 2M 4K 0
ISHARES TR RUS 2000 GRW ETF 315K 1K 0
ISHARES TR CORE S&P MCP ETF 556K 10K 0
ISHARES TR CORE S&P SCP ETF 303K 3K 0
ISHARES TR CORE S&P500 ETF 7M 12K 0
ISHARES TR RUS 1000 VAL ETF 209K 1K 0
ISHARES TR RUS 1000 GRW ETF 2M 5K 0
ISHARES TR RUS MID CAP ETF 751K 9K 0
ISHARES TR 0-5 YR TIPS ETF 885K 9K 0
ISHARES TR SELECT DIVID ETF 521K 4K 0
ISHARES TR ISHARES SEMICDTR 379K 1K 0
ISHARES TR 0-3 MNTH TREASRY 18M 183K 0
ISHARES TR EXPONENTIAL TECH 255K 4K 0
ISHARES TR CORE MSCI EAFE 564K 8K 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 10M 175K 0
JOHNSON & JOHNSON COM 276K 2K 0
JPMORGAN CHASE & CO. COM 592K 3K 0
LOWES COS INC COM 1M 5K 0
MANULIFE FINL CORP COM 308K 11K 0
META PLATFORMS INC CL A 10M 20K 0
MICROSOFT CORP COM 2M 4K 0
MV OIL TR TR UNITS 532K 58K 0
NETFLIX INC COM 258K 376 0
NVIDIA CORPORATION COM 1M 10K 0
OKTA INC CL A 4M 44K 0
ONEOK INC NEW COM 1M 16K 0
PAYPAL HLDGS INC COM 1M 17K 0
PROGRESSIVE CORP COM 642K 3K 0
RITHM CAPITAL CORP COM NEW 254K 24K 0
SALESFORCE INC COM 7M 27K 0
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 323K 9K 0
SCHWAB STRATEGIC TR US MID-CAP ETF 608K 8K 0
SCHWAB STRATEGIC TR US BRD MKT ETF 2M 25K 0
SCHWAB STRATEGIC TR US SML CAP ETF 301K 6K 0
SELECT SECTOR SPDR TR ENERGY 495K 6K 0
SELECT SECTOR SPDR TR TECHNOLOGY 1M 6K 0
SERVICENOW INC COM 4M 6K 0
SPDR DOW JONES INDL AVERAGE UT SER 1 851K 2K 0
SPDR S&P 500 ETF TR TR UNIT 2M 4K 0
SPDR SER TR PORTFOLIO S&P500 4M 59K 0
SPDR SER TR S&P DIVID ETF 488K 4K 0
SPDR SER TR PRTFLO S&P500 HI 764K 19K 0
TESLA INC COM 277K 1K 0
TRUIST FINL CORP COM 332K 9K 0
TWILIO INC CL A 4M 68K 0
VANGUARD BD INDEX FDS SHORT TRM BOND 2M 30K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 68M 134K 0
VANGUARD INDEX FDS VALUE ETF 955K 6K 0
VANGUARD INDEX FDS MID CAP ETF 959K 4K 0
VANGUARD INDEX FDS SM CP VAL ETF 462K 3K 0
VANGUARD INDEX FDS SMALL CP ETF 413K 2K 0
VANGUARD INDEX FDS EXTEND MKT ETF 678K 4K 0
VANGUARD INDEX FDS TOTAL STK MKT 3M 10K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 686K 4K 0
VANGUARD STAR FDS VG TL INTL STK F 1M 17K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 299K 6K 0
VANGUARD WORLD FD HEALTH CAR ETF 258K 974 0
VANGUARD WORLD FD INF TECH ETF 929K 2K 0
VANGUARD WORLD FD ESG US STK ETF 879K 9K 0
VEEVA SYS INC CL A COM 5M 25K 0
VERIZON COMMUNICATIONS INC COM 366K 9K 0
VISA INC COM CL A 3M 10K 0
WALMART INC COM 681K 10K 0
WASTE MGMT INC DEL COM 216K 1K 0
WISDOMTREE TR CLOUD COMPUTNG 11M 340K 0
WORLD GOLD TR SPDR GLD MINIS 205K 4K 0