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Building 2SELECTIVE WEALTH MANAGEMENT, INC.

Map pinFOREST, VA
Phone434-515-1517
NotebookSEC #801-108568
Total AUM
$454.8M
Employees
9
Clients
697

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1149 VISTA PARK DRIVE
UNIT D
FOREST
VA 24551
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
434-515-1517
Other Offices
6

ReceiptFinancials

Total AUM
$454.8M
Accounts
1,801
Discretionary
$454.8M
Accounts
1,801
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
504
AUM
$95.2M
HNW Individual Clients
184
AUM
$345.4M
Charitable Organization Clients
1
AUM
$4.7K
Corporation or Business Clients
3
AUM
$11.2M
Other Clients
5
AUM
$3M
Description of Other Clients
TRUSTS AND ESTATES

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACODEFLGAILINKYLAMAMDMEMIMONCNJNVNYOHOKORPASCTNTXVAWAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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