Investment adviser · CRD 334084
SELBY WEALTH MANAGEMENT
Investment adviser filing (IA)
SELBY WEALTH MANAGEMENT, LLC
EMERYVILLE, CA, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $545M Form ADV · Item 5.F
- Client accounts
- 480 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 112 | $454,262,000 | 83.4% |
| Retirement plans | 18 | $54,401,052 | 10.0% |
| Individuals | 57 | $22,588,449 | 4.1% |
| Charities | Fewer than 5 | $13,538,752 | 2.5% |
Filing source
Form ADV 2059155 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
2200 POWELL STREET, SUITE 350EMERYVILLE, CA, 94608, United States
CRD 334084
Filing source
Form ADV 2059155 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.