Selective Wealth Management, Inc.
- Regulatory AUM
- $455M
- Discretionary
- $455M
- Clients
- 697
- Avg AUM / client
- $653K
- Accounts
- 1,801
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 504 | $95.2M | 20.9% |
| High net worth individuals | 184 | $345M | 76.0% |
| Charitable organizations | 1 | $4.7K | 0.0% |
| Corporations and other businesses | 3 | $11.2M | 2.47% |
| Other | 5 | $3.0M | 0.65% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher James Devlin | Chief Investment Officer, Ceo | CFA | Jun 2012 (14y) | 25% – 50% |
| Joshua Ryan Standeven | Chief Compliance Officer | Feb 2013 (14y) | Less than 5% | |
| Brian Thomas Liedstrand | Registered representative | May 2014 (12y) | ||
| Marjun Tare | Registered representative | CFP | Aug 2017 (9y) | |
| Shannon Wesley Kirkpatrick | Registered representative | Feb 2018 (8y) | ||
| Matthew Lane Turner | Registered representative | CFP | Nov 2018 (8y) | |
| Robert Gregory Wigfield | Registered representative | CFP | Jul 2020 (6y) | |
| Andrew John Neiderer | Registered representative | CFP | Jun 2021 (5y) | |
| Trent Cruz Tarnstrom | Registered representative | CFP | Aug 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Middlebelt Swm Lq Llc | Limited Partner | Nov 2018 | A | 50% – 75% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $349M (77% of AUM) May 2026
- Raymond James $86.4M (21% of AUM) Dec 2022
- Fidelity Brokerage Services $82.4M (18% of AUM) May 2026
- Pershing $72.5M (21% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗