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

More on this firm