Selby Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 334084
· SEC file 801-131659
· Emeryville, CA
· www.selbywealth.com
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ADV data as of Feb 27, 2026
- Regulatory AUM
- $545M
- Discretionary
- $545M
- Clients
- 187
- Avg AUM / client
- $2.9M
- Accounts
- 480
- Employees
- 4
AUM over time
$0
$545M
Nov 2024
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $22.6M | 4.15% |
| High net worth individuals | 112 | $454M | 83.4% |
| Pension and profit sharing plans | 18 | $54.4M | 9.99% |
| Charitable organizations | Fewer than 5 clients | $13.5M | 2.49% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Albert Wells | Principal, Investment Strategist, Chief Compliance Officer | CFP CFA | Nov 2024 (2y) | 50% – 75% |
| Robert John Wells | Principal, Investment Strategist | CFA | Nov 2024 (2y) | 50% – 75% |
| Daniel Keith Beatty | Registered representative | Mar 2025 (1y) |
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) | 02/27/2026 | 918 KB | 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $545M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗