Selective Wealth Management

Q: What is Selective Wealth Management's official website?

Selective Wealth Management's official website is www.selectivewealthmanagement.com

Q: What is Selective Wealth Management's Revenue?

Selective Wealth Management's revenue is <$5 Million

Q: What is Selective Wealth Management's SIC code?

Selective Wealth Management's SIC: 62,628

Q: What is Selective Wealth Management's NAICS code?

Selective Wealth Management's NAICS: 52,523

Q: How many employees does Selective Wealth Management have?

Selective Wealth Management has 11-50 employees

Q: What industry does Selective Wealth Management belong to?

Selective Wealth Management is in the industry of: Finance , Securities Trading

Q: What is Selective Wealth Management competition?

Selective Wealth Management top competitors include: Focus Financial Network , Stockade Wealth Management , Fiduciary Services Group , Goodrich and Associates

Q: What technology does Selective Wealth Management use?

Some of the popular technologies that Selective Wealth Management uses are: Salesforce Live Agent, Google Universal Analytics, Sentry, Squarespace Online Stores

Q: How do I contact Selective Wealth Management?

Selective Wealth Management contact info: Phone number: (434) 515-1517 Website: www.selectivewealthmanagement.com

Q: What does Selective Wealth Management do?

Selective Wealth Management offers comprehensive wealth management services tailored to individuals seeking financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving. Their team of experienced professionals collaborates to unlock clients' financial potential, ensuring a customized approa... ch to each client's unique goals. Operating as a fee-only fiduciary, Selective prioritizes clients' interests without the influence of commissions. The company serves clients looking for personalized financial solutions to enhance their financial wellbeing. Read More

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

828 Main St Ste 1101, Lynchburg, Virgini...

Phone Number

(434) 515-1517

Website

www.selectivewealthmanagement.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Selective Wealth Management

Selective Wealth Management offers comprehensive wealth management services tailored to individuals seeking financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving. Their team of experienced professionals collaborates to unlock clients' financial potential, ensuring a customized approach to each client's unique goals. Operating as a fee-only fiduciary, Selective prioritizes clients' interests without the influence of commissions. The company serves clients looking for personalized financial solutions to enhance their financial wellbeing.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Selective Wealth Management Org Chart

Christopher Devlin

Chief Executive Officer

Phone

Joshua Standeven

Chief Compliance Officer

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Selective Wealth Manageme...

<$5M

11-50

Private

2012

Christopher DevlinCEO

Stockade Wealth Managemen...

<$5M

1-10

Private

2014

Jaime QuiñonesFounder & Wealth Management Advisor

Focus Financial Network

<$5M

1-10

Private

Carl ArrellFounder & Manager, Wealth

Newpark Wealth Management

<$5M

1-10

Private

2016

Matthew SeppanenFinancial Advisor

Fiduciary Services Group

<$5M

1-10

Private

N/A

Gainspoletti Wealth Plann...

<$5M

1-10

Private

1962

Brandyn SkeenFinancial Advisor

Goodrich and Associates

<$5M

1-10

Private

1983

Rachel MontoyaTeam Member

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Selective Wealth Management Tech Stack

A closer look at the technologies used by Selective Wealth Management

Salesforce Live Agent

Salesforce

Google Universal Analytics

Google

Sentry

Squarespace Online Stores

Squarespace

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Selective Wealth Management

What is Selective Wealth Management's official website?

Selective Wealth Management's official website is www.selectivewealthmanagement.com

What is Selective Wealth Management's Revenue?

Selective Wealth Management's revenue is <$5 Million

What is Selective Wealth Management's SIC code?

Selective Wealth Management's SIC: 62,628

What is Selective Wealth Management's NAICS code?

Selective Wealth Management's NAICS: 52,523

How many employees does Selective Wealth Management have?

Selective Wealth Management has 11-50 employees

What industry does Selective Wealth Management belong to?

Selective Wealth Management is in the industry of: Finance, Securities Trading

What is Selective Wealth Management competition?

Selective Wealth Management top competitors include: Focus Financial Network, Stockade Wealth Management, Fiduciary Services Group, Goodrich and Associates

What technology does Selective Wealth Management use?

Some of the popular technologies that Selective Wealth Management uses are: Salesforce Live Agent, Google Universal Analytics, Sentry, Squarespace Online Stores

How do I contact Selective Wealth Management?

Selective Wealth Management contact info: Phone number: (434) 515-1517 Website: www.selectivewealthmanagement.com

What does Selective Wealth Management do?

What are Selective Wealth Management social media links?

Selective Wealth Management Linkedin page Selective Wealth Management Twitter page Selective Wealth Management Facebook page

Is Selective Wealth Management a public company?

Selective Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Selective Wealth Management

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