Selective Wealth Management, Inc.

CRD 164882 · Forest, VA · $454.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 164882
SEC number: 801-108568
Firm type: RIA
Assets under management: $454.8M as of May 15, 2026
Website: www.facebook.com/selectivewealthmanagement ↗
Phone: 434-515-1517
Address: 1149 Vista Park Drive, Forest, VA, 24551

Advisors at this firm

9 in our index · page 1 of 1

Christopher James DevlinCRD 6093992 · Denver, CO

IA Registered
Shannon Wesley KirkpatrickCRD 6916348 · Denver, CO

IA Registered
Brian Thomas LiedstrandCRD 6339738 · Hubert, NC

IA Registered
Andrew John NeidererCRD 6275351 · Forest, VA

IA RegisteredRegistration inactive
Joshua Ryan StandevenCRD 6163943 · Forest, VA

IA Registered
Trent Cruz TarnstromCRD 7618339 · Charlotte, NC

IA Registered
Matthew Lane TurnerCRD 4734781 · Forest, VA

IA Registered
Marjun TareCRD 6841791 · Charlotte, NC

IA Registered
Robert Gregory WigfieldCRD 7277469 · Forest, VA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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