# Selkirk Wealth Advisors

Selkirk Wealth Advisors is a Bank / Wealth / Trust based in Spokane, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Spokane, United States
- **Region:** North America
- **Address:** Spokane, WA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** selkirkwealth.com
- **LinkedIn:** https://www.linkedin.com/company/selkirk-wealth-advisors

## Regulatory record

- **CRD number:** 173605
- **SEC file number:** 801-123621
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173605

## About

Selkirk Wealth Advisors was established in 2014 and is headquartered in downtown Spokane, Washington. The firm structures itself as a fee-only registered investment advisor, eliminating commission conflicts to serve individuals, families, trusts, and foundations. Its client base concentrates among high-net-worth households navigating the complexity of accumulated wealth — a posture the firm describes as simplifying intricate financial topics into bespoke plans. The firm's investment approach combines portfolio diversification with active management, constructing allocations tailored to each client's financial fingerprint. Service lines span retirement planning, tax strategies, 401(k) rollovers, estate planning, small-business planning, insurance analysis, and education funding — covering the full arc of a family's financial life. On the education side, Selkirk advises on 529 Plans, UTMA accounts, and Coverdell Education Savings accounts, emphasizing time and tax-burden shifting. The geographic footprint is anchored in the Inland Northwest, with all client engagement flowing through a single Spokane office. Staffing and total assets under management are not publicly disclosed. The firm maintains a single office location and has not publicized affiliated vehicles, philanthropic foundations, or club memberships. Recent operational milestones are not verifiable from available public sources. Selkirk's structural distinction lies in its bundled-service model for regional wealth: a single RIA shop housing financial planning, investment management, and ongoing fiduciary oversight under one roof. For Inland Northwest families with concentrated operating-company or real-estate wealth, that architecture substitutes for the multi-advisor fragmentation common in larger markets — making Selkirk effectively the family-office equivalent for clients below the threshold of a dedicated single-family office.

## Questions

### What is Selkirk's investment philosophy and approach to portfolio construction?

The firm describes its method as focused on portfolio diversification with active management. Portfolios are individually constructed to match a client's financial plan and risk fingerprint, rather than following a single house model. Beyond investment management, Selkirk integrates tax planning, estate planning, and education funding strategies into the broader wealth-management engagement.

### Does Selkirk Wealth Advisors manage assets for trusts and estates?

Yes. Selkirk explicitly identifies trusts and foundations among its client types. The firm's legacy-planning services address lifetime gifting, distribution of assets upon death, and preserving estate value from taxes, professional fees, and court costs — functions that commonly intersect with trust administration.

### What planning services does Selkirk offer beyond investment management?

The firm lists retirement planning, tax strategies, 401(k) rollovers, estate planning, small-business planning, insurance analysis, and education planning among its core services. Education funding covers 529 Plans, UTMA accounts, and Coverdell Education Savings accounts, with an emphasis on using time and tax-burden shifting to fund a child's education.

## Related profiles

- [Selini Capital](https://altss.com/profile/selini-capital)
- [Sellers Union Group](https://altss.com/profile/sellers-union-group)

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

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