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Selective Wealth Management, Inc. CRD 164882
$455M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1149 Vista Park Drive Unit D, Forest, VA 24551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-06-25 |
| TX | RA | APPROVED_RES | 2021-06-16 |
| VA | RA | APPROVED | 2018-02-26 |
Branch Locations
1149 Vista Park Drive Unit D, Forest, VA 24551 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Selective Wealth Management | Forest | VA | 01/2018 | Present |
| Rekindling Ministries | Lynchburg | VA | 07/2007 | Present |
1) Rekindling Ministries/ not investment-related/ 6950 E. Chenango Ave. Unite 352, Denver, CO 80237/ religious and counseling, teaching/Founder & Executive Director/July 2007/ 10 hours per month/ In charge of teaching, leading, creating content, hosting podcasts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-26 |
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