$184.4M Total AUM
$184.4M Disc. AUM
19.1% 3Y CAGR
4 Employees
169 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-26-2014
- Office Locations
- 2
Office Locations
1403 S. Grand Blvd. Suite 202n Spokane WA
203 N Washington ST Suite 203 Spokane WA
About Selkirk Wealth Advisors, LLC
Selkirk Wealth Advisors is a fee-only fiduciary RIA in Spokane, WA providing comprehensive financial planning and actively managed, diversified portfolios for individuals, families, trusts and foundations. The team focuses on retirement, tax and estate strategies, education funding, and other complex wealth needs, with custody support including Schwab and Fidelity/NFS.
Team overview
40 AVG AGE
$61.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
ERIC J STUTZMAN
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #5310745
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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DEBRA SUE BELL
Financial Advisor, General Partner
- CRD
- #2260690
Available
Available
Available
S
SARAH W WILLIAMS
Wealth Advisor
- CRD
- #6460811
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,438,421 | $1,111,075 |
| Non-Discretionary | $0 | -- |
| Total | $184,438,421 | $1,111,075 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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