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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-19-2024
- Office Locations
- 1
Office Locations
About Selby Wealth Management
Selby Wealth Management is an Emeryville, CA advisory firm providing financial and wealth planning, estate and charitable planning, and portfolio construction. The team focuses on entrepreneurs and builds asset-allocation portfolios using primarily public funds (including mutual funds/ETFs), with some alternative and hedge fund exposure. Custody includes Charles Schwab and J.P. Morgan.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH ALBERT WELLS
Chief Compliance Officer, INVESTMENT STRATEGIST, PRINCIPAL
- CRD
- #4170305
- Ownership
- 50% but less than 75%
ROBERT JOHN WELLS
INVESTMENT STRATEGIST, PRINCIPAL
- CRD
- #4329590
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DANIEL KEITH BEATTY
--
- CRD
- #872161
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $544,790,253 | $1,134,980 |
| Non-Discretionary | $0 | -- |
| Total | $544,790,253 | $1,134,980 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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