Form D · Investing
Selective Wealth Management, Inc.
Lynchburg, VA · CIK 0001755670
Offering snapshot reported Dec 12, 2018 · SEC filing
- Reported sold
- $600K Offering amount: $13.2M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 26, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 12, 2018 | Initial | $600,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-327766
Source: Form D, filed Dec 12, 2018. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Christopher J. Devlin | Director, Executive |
| Matthew Schubert | Director, Executive |
| Josh Standeven | Director, Executive |
Issuer details
Industry: Investing (See others in industry)
Address:
828 Main St Suite 1101
Lynchburg, VA, 24504
Lynchburg, VA, 24504