Selective Wealth Management

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

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
1
1
1
1
1
1

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
Selective Wealth Management's Social MediaPopular SearchesSelective Wealth Management LLCSelective Wealth ManagementSelective Wealth Management - LLCSelective Wealth Management IncCom SelectivewealthmanagementSIC Code 62,628NAICS Code 52,523Show more

Selective Wealth Management Org Chart

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Founder & Chief Executive Officer

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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Selective Wealth Manageme...

<$5M
11-50
Private
-
2012
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
MS
Matthew SeppanenFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1962
JP
Jennifer PongettiDirector, Client Services
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Selective Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Selective Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Selective Wealth Management.

Selective Wealth Management Tech Stack

A closer look at the technologies used by Selective Wealth Management

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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?

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

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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