SELKIRK WEALTH ADVISORS, LLC

Adviser information for SELKIRK WEALTH ADVISORS, LLC last updated from Form ADV on March 25th, 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	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Washington, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	570	$184.6M
Non-Discretionary	0	$0
Total	570	$184.6M

Clients

Type	Number	RAUM
Individuals	147	$62.3M
HNW Individuals	54	$116.7M
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	$5.6M
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	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	8
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-123621
SEC ERA File Number	801-123621
SEC CIK Numbers	None
SEC CRD Numbers	173605
Legal Entity Identifier	None

Principal Office

203 N WASHINGTON ST
SUITE 203
SPOKANE
WA
United States

Monday - Friday, 8:30 AM TO 4:30 PM

Tel: 509-270-2886, Fax: None

Websites

www.linkedin.com/company/selkirk-wealth-advisors selkirkwealth.com twitter.com/selkirkwealth www.yelp.com/biz/selkirk-wealth-advisors-spokane

Chief Compliance Officer

ERIC J. STUTZMAN

CEO

203 N WASHINGTON ST

SUITE 203

SPOKANE

United States

Tel: 509-270-2886

E***@****************M

(Full email address available in API data)

Regulatory Contact

TODD KOYAMA

COO