SELECTIVE WEALTH MANAGEMENT, INC.

SELECTIVE WEALTH MANAGEMENT, INC. of FOREST, VA is an SEC-registered investment adviser (CRD 164882). Regulatory assets under management: $454.8M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (13)

NameRoleLocation
Christopher James DevlinCHIEF INVESTMENT OFFICER, CEO—
Joshua Ryan StandevenCHIEF COMPLIANCE OFFICERForest, VA
DEVLIN JAMESCHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, CEO; MANAGING MEMBER—
DEVLIN WILLIAM JACKSONMEMBER—
MROZ STEVE R MI ONLYMEMBER—
ECKENRODE MARK D MI ONLYMEMBER—
SMITH WILLIAM M MI ONLYMEMBER—
STANDEVEN JOSHUA RYANCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; NON-MEMBER—
Schubert Matthew LeeCEO—
MATSON KALEB WILLIAMINVESTMENT ADVISOR REPRESENTATIVE; MEMBER—
TURNER MATTHEW LANEPARTNER—
BUTZ DAVID THOMASCHIEF TECHNOLOGY OFFICER—
Robert Gregory WigfieldDIRECTOR OF OPERATIONS—

Branch offices (12)

CityStateEmployeesPhone
CHARLOTTENC2434-515-1517
CHARLOTTENC2434-515-1517
——1910-939-0726
——1434-515-1517
CHARLOTTESVILLEVA1434-515-1517
——1434-515-1517
——1434-818-1135
——1910-939-0726
——1434-515-1517
CHARLOTTESVILLEVA1434-515-1517
——1434-515-1517
——1434-818-1135

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