# Select Private Wealth

Select Private Wealth is a Bank / Wealth / Trust based in Lake Mary, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lake Mary, United States
- **Region:** North America
- **Address:** Lake Mary, FL, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** selectprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/select-wealth-advisers-llc

## Regulatory record

- **Reports private funds:** No

## About

Select Private Wealth is a wealth management firm based in Lake Mary, Florida, US. It focuses on wealth management services in North America.

## 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.

## Related profiles

- [Selby and Richard McRae Foundation](https://altss.com/profile/selby-and-richard-mcrae-foundation)
- [Selective Insurance Company of America](https://altss.com/profile/selective-insurance-company-of-america)

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

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