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Select Private Wealth
Select Private Wealth is a bank / wealth / trust based in Lake Mary, founded 2011; the Altss profile covers its classification, headquarters, registration, AUM...
Select Private Wealth
Select Private Wealth is a wealth management firm based in Lake Mary, Florida, US. It focuses on wealth management services in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
Location
Region
North America
Country
United States
City
Lake Mary
Corporate office
Lake Mary, FL, United States
Frequently asked questions
Is Select Private Wealth a registered investment advisor or a broker-dealer?
Select Private Wealth operates as a registered investment advisor (RIA), which imposes a fiduciary duty to act in its clients' best interests. Unlike broker-dealers, RIAs charge fees for advisory services rather than earning commissions on product sales. The firm's Lake Mary, Florida, registration is a matter of public record through the SEC's Investment Adviser Public Disclosure database.
What is the minimum investable asset threshold to become a client of Select Private Wealth?
Select Private Wealth has not published a formal minimum. Based on its positioning as a boutique RIA serving high-net-worth families in central Florida, the firm's service model is best suited for clients with investable assets between $2 million and $20 million — below the thresholds typical of large multi-family offices but substantial enough to require coordinated tax and estate planning alongside portfolio management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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