SELECTIVE WEALTH MANAGEMENT, INC.
CRD #164882 SEC #801-108568 FOREST, VA 434-515-1517
SEC Registered
Total AUM
$425.9M
Discretionary
$425.9M
Employees
9
Clients
101
Accounts
1,854
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $425.9M | $425.9M | $0 | 9 | 0 |
| Feb 2025 | $441.7M | $441.7M | $0 | 9 | 0 |
| Mar 2024 | $392.5M | $392.5M | $0 | 12 | 0 |
| Mar 2024 | $392.5M | $392.5M | $0 | 12 | 0 |
| Feb 2024 | $392.5M | $392.5M | $0 | 12 | 0 |
| May 2023 | $358.8M | $356.5M | $2.3M | 11 | 0 |
| Mar 2023 | $358.8M | $356.5M | $2.3M | 11 | 0 |
| Mar 2023 | $358.8M | $356.5M | $2.3M | 11 | 0 |
| Feb 2023 | $358.8M | $356.5M | $2.3M | 11 | 0 |
| Dec 2022 | $408.6M | $406.7M | $1.8M | 16 | 0 |
| Sep 2022 | $408.6M | $406.7M | $1.8M | 16 | 0 |
| Aug 2022 | $408.6M | $406.7M | $1.8M | 16 | 0 |
| Jun 2022 | $408.6M | $406.7M | $1.8M | 16 | 0 |
| Mar 2022 | $408.6M | $406.7M | $1.8M | 16 | 0 |
| Feb 2022 | $408.6M | $406.7M | $1.8M | 16 | 0 |
| Oct 2021 | $342.5M | $342.5M | $0 | 10 | 0 |
| Oct 2021 | $342.5M | $342.5M | $0 | 10 | 0 |
| Sep 2021 | $342.5M | $342.5M | $0 | 10 | 0 |
| Mar 2021 | $342.5M | $342.5M | $0 | 10 | 0 |
| Oct 2020 | $280.6M | $280.6M | $0 | 13 | 0 |
| Aug 2020 | $280.6M | $280.6M | $0 | 13 | 0 |
| Jul 2020 | $280.6M | $280.6M | $0 | 13 | 0 |
| Jun 2020 | $171.1M | $159.3M | $11.8M | 13 | 0 |
| Jan 2020 | $171.1M | $159.3M | $11.8M | 13 | 0 |
| Sep 2019 | $136.7M | $136.7M | $0 | 9 | 0 |
| Jul 2019 | $136.7M | $136.7M | $0 | 9 | 0 |
| Mar 2019 | $136.7M | $136.7M | $0 | 10 | 0 |
| Mar 2019 | $136.7M | $136.7M | $0 | 10 | 0 |
| Dec 2018 | $128M | $128M | $0 | 10 | 0 |
| Dec 2018 | $128M | $128M | $0 | 10 | 0 |
| Sep 2018 | $128M | $128M | $0 | 8 | 0 |
| May 2018 | $107.5M | $107.5M | $0 | 7 | 0 |
| Mar 2018 | $66.6M | $66.6M | $0 | 7 | 0 |
| Jan 2018 | $40.1M | $40.1M | $0 | 6 | 0 |
| Aug 2017 | $35.5M | $35.5M | $0 | 6 | 300 |
| May 2017 | $31.6M | $31.6M | $0 | 5 | 300 |
| May 2017 | $31.6M | $31.6M | $0 | 5 | 300 |
| Mar 2017 | $30.6M | $30.6M | $0 | 5 | 300 |
| Feb 2017 | $30.6M | $30.6M | $0 | 5 | 300 |
| Jan 2017 | $30.4M | $30.4M | $0 | 4 | 300 |
| Dec 2016 | $23.7M | $23.7M | $0 | 4 | 200 |
| Oct 2016 | $22M | $22M | $0 | 4 | 200 |
| Oct 2016 | $22M | $22M | $0 | 4 | 200 |
DateJul 2025
Total AUM$425.9M
Discretionary$425.9M
Non-Disc.$0
Employees9
Clients0
DateFeb 2025
Total AUM$441.7M
Discretionary$441.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees12
Clients0
DateFeb 2024
Total AUM$392.5M
Discretionary$392.5M
Non-Disc.$0
Employees12
Clients0
DateMay 2023
Total AUM$358.8M
Discretionary$356.5M
Non-Disc.$2.3M
Employees11
Clients0
DateMar 2023
Total AUM$358.8M
Discretionary$356.5M
Non-Disc.$2.3M
Employees11
Clients0
DateMar 2023
Total AUM$358.8M
Discretionary$356.5M
Non-Disc.$2.3M
Employees11
Clients0
DateFeb 2023
Total AUM$358.8M
Discretionary$356.5M
Non-Disc.$2.3M
Employees11
Clients0
DateDec 2022
Total AUM$408.6M
Discretionary$406.7M
Non-Disc.$1.8M
Employees16
Clients0
DateSep 2022
Total AUM$408.6M
Discretionary$406.7M
Non-Disc.$1.8M
Employees16
Clients0
DateAug 2022
Total AUM$408.6M
Discretionary$406.7M
Non-Disc.$1.8M
Employees16
Clients0
DateJun 2022
Total AUM$408.6M
Discretionary$406.7M
Non-Disc.$1.8M
Employees16
Clients0
DateMar 2022
Total AUM$408.6M
Discretionary$406.7M
Non-Disc.$1.8M
Employees16
Clients0
DateFeb 2022
Total AUM$408.6M
Discretionary$406.7M
Non-Disc.$1.8M
Employees16
Clients0
DateOct 2021
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees10
Clients0
DateOct 2021
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees10
Clients0
DateSep 2021
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees10
Clients0
DateOct 2020
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees13
Clients0
DateAug 2020
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees13
Clients0
DateJul 2020
Total AUM$280.6M
Discretionary$280.6M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$171.1M
Discretionary$159.3M
Non-Disc.$11.8M
Employees13
Clients0
DateJan 2020
Total AUM$171.1M
Discretionary$159.3M
Non-Disc.$11.8M
Employees13
Clients0
DateSep 2019
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees9
Clients0
DateJul 2019
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees10
Clients0
DateDec 2018
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees10
Clients0
DateDec 2018
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees10
Clients0
DateSep 2018
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees8
Clients0
DateMay 2018
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees7
Clients0
DateJan 2018
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2017
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees6
Clients300
DateMay 2017
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients300
DateMay 2017
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients300
DateMar 2017
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees5
Clients300
DateFeb 2017
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees5
Clients300
DateJan 2017
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees4
Clients300
DateDec 2016
Total AUM$23.7M
Discretionary$23.7M
Non-Disc.$0
Employees4
Clients200
DateOct 2016
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees4
Clients200
DateOct 2016
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees4
Clients200