# Selective Wealth Management

Selective Wealth Management is a Bank / Wealth / Trust based in Forest, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Forest, United States
- **Region:** North America
- **Address:** Forest, VA, United States
- **Founded:** 2012
- **Assets under management:** $350M
- **Website:** www.selectivewealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/selective_wealth_management

## Regulatory record

- **CRD number:** 164882
- **SEC file number:** 801-108568
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164882

## About

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.

## People

- 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

## Questions

### 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.

### 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.

## Related profiles

- [Select Equity Group](https://altss.com/profile/select-equity-group)
- [Select Venture Partners](https://altss.com/profile/select-venture-partners)

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Last updated: 2026-07-08T22:25:05.339Z

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