SELBY WEALTH MANAGEMENT, LLC
Legal name: SELBY WEALTH MANAGEMENT
CRD #334084 SEC #801-131659 EMERYVILLE, CA 415-857-9670
SEC Registered
Total AUM
$494.6M
Discretionary
$494.6M
Employees
4
Clients
0
Accounts
475
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, JOSEPH, ALBERT | I | PRINCIPAL, INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
| WELLS, ROBERT, JOHN | I | PRINCIPAL, INVESTMENT STRATEGIST | D | Control |
Registrations
Federal
IA
Dec 17, 2025 REGISTERED
Notice Filings (3)
CA OR TX
Address
2200 POWELL STREETSUITE 350
EMERYVILLE, CA 94608
United States
Phone: 415-857-9670