CRD: 164882
Selective Wealth Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-02-2012
- Office Locations
- 4
Office Locations
About Selective Wealth Management, Inc.
Selective Wealth Management is a fee-only fiduciary wealth manager providing integrated financial planning and investment management, plus estate planning, tax strategies, lifestyle protection/insurance, and charitable giving. Portfolios are goal-driven and tailored to client preferences, with a focus on retirees and business owners. Custody relationships include Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER JAMES DEVLIN
Analyst, Chief Executive Officer, Chief Investment Officer
- CRD
- #6093992
- Ownership
- 25% but less than 50%
JOSHUA RYAN STANDEVEN
Chief Compliance Officer
- CRD
- #6163943
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Shannon Wesley Kirkpatrick
Financial Planner
- CRD
- #6916348
BRIAN THOMAS LIEDSTRAND
Investment Advisor Representative
- CRD
- #6339738
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $454,812,962 | $252,534 |
| Non-Discretionary | $0 | -- |
| Total | $454,812,962 | $252,534 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing