← Tributary

SELECTIVE WEALTH MANAGEMENT, INC.

FOREST, VA · CRD 164882 · IAPD ↗ · 434-515-1517

$454.8MRegulatory AUM
8Advisory reps
9Employees
0Clients
101-250Planning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2025 — SELECTIVE WEALTH MANAGEMENT, INC. shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.