# Selby Wealth Management

Selby Wealth Management is an Asset Manager based in Emeryville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Emeryville, United States
- **Region:** North America
- **Address:** St. Paul, MN, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** selbywealth.com

## Regulatory record

- **CRD number:** 334084
- **SEC file number:** 801-131659
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334084

## About

SELBY WEALTH MANAGEMENT is an SEC-registered investment adviser in EMERYVILLE, CA, registered since 2024. The firm manages approximately $545 million in assets. It has 4 employees and 3 investment advisers.

## Sectors

- Wealth Management

## People

- Patricia Selby — Founder and President

## Questions

### Who runs investment decisions at Selby Wealth Management?

Patricia Selby, the founder and President, serves as the firm's lead advisor and oversees all investment decisions. She holds the CERTIFIED FINANCIAL PLANNER designation and personally manages client relationships. The firm does not employ a separate Chief Investment Officer or investment committee.

### Where are client assets custodied?

Selby Wealth Management uses Charles Schwab and TD Ameritrade Institutional as qualified custodians. The firm does not hold client funds directly. This third-party custody arrangement provides clients with independent account statements and SIPC protection.

### What is Selby's approach to concentrated stock positions?

Concentrated equity from corporate employers — particularly among 3M and other Minnesota-based executives — is a specialty. Sell-down strategies, exchange funds, and charitable remainder trust structuring are used to diversify tax-efficiently. The firm coordinates with CPAs to sequence exercises, sales, and withholding.

## Related profiles

- [Tiberia Capital](https://altss.com/profile/tiberia-capital-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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