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SELBY WEALTH MANAGEMENT

EMERYVILLE, CA · CRD 334084 · IAPD ↗ · selbywealth.com · 415-857-9670

$544.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
March 2026 — SELBY WEALTH MANAGEMENT now reports custody of client assets ($224.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2026 — SELBY WEALTH MANAGEMENT crossed $500M in regulatory AUM ($494.6M -> $544.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — SELBY WEALTH MANAGEMENT notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2025 — SELBY WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
June 2025 — SELBY WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
January 2025 — SELBY WEALTH MANAGEMENT (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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