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    Selective Wealth Management, Llc

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    Description

    • Selective Wealth Management is an investment advisory firm dedicated to helping clients secure their financial futures through investment expertise. Selective Wealth Management meets the needs of both individuals and institutions through various investment options such as 401Ks, IRAs, and Coverdell Education Saving Accounts.Our mission is to build the wealth of our clients by analyzing and purchasing exceptional businesses at affordable prices in an effort to build a portfolio of outstanding companies that will prosper for years to come.
    • location

      Headquarters:828 Main Street Suite 1101, Lynchburg, Virginia, United States

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    • Selective Wealth Management, Llc phone

      Phone Number: +1 434-515-1517

    • Selective Wealth Management, Llc website

      Website: https://www.selectivewealthmanagement.com

    • Selective Wealth Management, Llc employees

      Employees:12

    • Selective Wealth Management, Llc revenue

      Revenue:$1 - 10M

    • Selective Wealth Management, Llc legal name

      Legal Name:Selective Wealth Management, Llc

    • Selective Wealth Management, Llc's Social Media

      Selective Wealth Management, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523120  |

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    Person level website identification

    Chief Technology Officer for Selective Wealth Management, Llc

    David Butz

    Chief Technology Officer

    Person level website visitor identification

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    View Employees

    David Butz

    Chief Technology Officer

    Christopher Devlin

    Chief Investment Officer

    Josh Standeven

    Chief Compliance Officer

    Matt Turner

    Partner

    Alex Close

    Regional Vice President

    Frequently Asked Questions regarding Selective Wealth Management, Llc

    • Where are Selective Wealth Management, Llc's Headquarters?

      Selective Wealth Management, Llc's Headquarters are in 828 Main Street Suite 1101,Lynchburg,Virginia,United States

    • What is Selective Wealth Management, Llc's phone number?

      Selective Wealth Management, Llc's phone number is +1 434-515-1517

    • What is Selective Wealth Management, Llc's official website?

      Selective Wealth Management, Llc's official website is https://www.selectivewealthmanagement.com

    • What is Selective Wealth Management, Llc's Revenue?

      Selective Wealth Management, Llc's revenue is $1 - 10M

    • What is Selective Wealth Management, Llc's NAICS code?

      Selective Wealth Management, Llc's NAICS code is 523120

    • How many employees are working in Selective Wealth Management, Llc

      Selective Wealth Management, Llc has 12 employees

    • What is Selective Wealth Management, Llc's Industry?

      Selective Wealth Management, Llc is in the industry of Financial Services

    • Who is Selective Wealth Management, Llc's Chief Technology Officer?

      Selective Wealth Management, Llc's Chief Technology Officer is David Butz

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