Select Private Wealth

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.

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.

The firm's public materials do not specify direct alternative investment capabilities such as private equity or real estate fund management. As a planning-oriented RIA, Select Private Wealth may allocate client capital to alternative strategies through third-party fund vehicles or interval funds, but the firm does not sponsor or co-sponsor its own alternative investment products.

As a registered investment advisor in the United States, Select Private Wealth is regulated by the U.S. Securities and Exchange Commission or the Florida Office of Financial Regulation, depending on its total regulatory assets under management. Its Form ADV, filed publicly, would detail the firm's precise registration status, fee schedules, and any disciplinary history.

Select Private Wealth has not made any public disclosures regarding a succession plan, internal ownership transition, or external sale. For a single-office RIA serving multi-generational families, a clearly articulated continuity strategy is typically a material consideration for existing and prospective clients, though the firm has chosen not to address this publicly as of mid-2026.