Selective Wealth Management LLC

Selective Wealth Management LLC (CRD# 164882) is a financial advisory firm headquartered in Lynchburg, VA. They manage $40,082,709 in 332 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $120,731
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, IL, LA, MD, NC, NY, OH, PA, SC, TX, VA, WA

Financial Advisors at Selective Wealth Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Christopher J. Devlin
CRD#: 6093992
828 Main St, Suite 1703, Lynchburg, VA 24504
96
Wealthminder
score

Christopher Devlin (CRD# 6093992) is an Investment Advisor Representative working at Selective Wealth Management LLC in Lynchburg, VA and has over 6 years of experience in the finance industry.

2
Kaleb W. Matson
CRD#: 5964531
828 Main St, Suite 1703, Lynchburg, VA 24504
93
Wealthminder
score

Kaleb Matson (CRD# 5964531) is an Investment Advisor Representative working at Selective Wealth Management LLC in Lynchburg, VA and has over 6 years of experience in the finance industry.

3
Joshua R. Standeven
CRD#: 6163943
828 Main St, Suite 1703, Lynchburg, VA 24504
93
Wealthminder
score

Joshua Standeven (CRD# 6163943) is an Investment Advisor Representative working at Selective Wealth Management LLC in Lynchburg, VA and has over 5 years of experience in the finance industry.

4
Brian T. Liedstrand
CRD#: 6339738
828 Main St, Suite 1703, Lynchburg, VA 24504
90
Wealthminder
score

Brian Liedstrand (CRD# 6339738) is an Investment Advisor Representative working at Selective Wealth Management LLC in Lynchburg, VA and has over 4 years of experience in the finance industry.

5
Matthew L. Schubert
CRD#: 6753329
828 Main St, Suite 1703, Lynchburg, VA 24504
88
Wealthminder
score

Matthew Schubert (CRD# 6753329) is an Investment Advisor Representative working at Selective Wealth Management LLC in Lynchburg, VA and has 1 year of experience in the finance industry.

6
Marjun Tare
CRD#: 6841791
828 Main St, Suite 1703, Lynchburg, VA 24504
87
Wealthminder
score

Marjun Tare (CRD# 6841791) is an Investment Advisor Representative working at Selective Wealth Management LLC in Lynchburg, VA and has 1 year of experience in the finance industry.

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