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Selective Wealth Management
Selective Wealth Management is an SEC-registered investment adviser in Forest, VA, registered since 2016. The firm manages approximately $455 million in...
Selective Wealth Management
Selective Wealth Management is an SEC-registered investment adviser in Forest, VA, registered since 2016. The firm manages approximately $455 million in assets. It has 9 employees and 8 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Forest
Corporate office
Forest, VA, United States
Principals
Christopher Devlin
Founder, Chief Executive Officer
Matthew Turner
Partner
Marjun Tare
Partner
Robert Wigfield
Director of Operations, Wealth Advisor
Andrew Neiderer
Wealth Advisor
Trent Tarnstrom
Wealth Advisor
Frequently asked questions
Who runs investment decisions at Selective Wealth Management?
The firm indicates that portfolio construction is tailored to each client and executed by a team that includes CFA charterholders. Founder and CEO Christopher Devlin holds the CFA designation. The specific investment committee structure or decision-making hierarchy is not publicly detailed.
How does Selective Wealth Management charge for its services?
Selective operates as a fee-only fiduciary. The firm explicitly states it earns no commissions and that its compensation does not vary based on the composition of a client's investments.
What is the minimum asset threshold to become a client of Selective?
The firm's website says it typically works with clients who have investable assets of at least $1,000,000 and are in or near retirement.
Does Selective Wealth Management build its own portfolios or use third-party managers?
Selective states it constructs portfolios tailored to each client's unique goals and investment preferences. The firm does not publicly disclose whether it uses in-house strategies exclusively or also allocates to external managers.
What planning disciplines does Selective's in-house team cover?
The firm lists financial planning, estate and trust planning, investment management, insurance advice, tax strategies, and charitable giving. It employs CFPs, CPAs, and partners with estate attorneys.
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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