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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-15-2023
- Office Locations
- 1
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About Selah Wealth Advisors
Selah Wealth Advisors is an independent fiduciary RIA focused on households within ~15 years of retirement and retirees (typically with $300k+ investable portfolios). The firm delivers all-in-one retirement planning—income strategy, Social Security optimization, cash-flow and risk analysis, investment management, and proactive tax planning—alongside estate and gift planning coordination. Client reviews highlight a boutique, high-touch approach, with semi-annual reviews timed for tax deadlines, and accounts supported on the Altruist platform.
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Owner & Executives
COLBY BRAINARD FOX
Chief Compliance Officer
- CRD
- #6476024
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,791,265 | -- |
| Non-Discretionary | $1,842,222 | -- |
| Total | $9,633,487 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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