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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SELECTIVE WEALTH MANAGEMENT, INC.

CRD 164882

FOREST, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f07e47d7-2afd-4885-3df2-ac5550fd17ef

Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 9
On other graphs: 0
Observed: Oct 18, 2016 to May 15, 2026
48 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $455MItem 5.F on the latest filing (2026-05-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $455M
Private client RAUM: $441MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $50.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 8
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 1,801
Individual clients: 504
High net worth clients: 184
SEC number: 801-108568
CIK: 1755670
CRD: 164882
Filings on the tape: 48
First filed: Oct 18, 2016
Latest filed: May 15, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSHUA RYAN STANDEVEN	n/a	FOREST, VA	13	13	n/a	no
CHRISTOPHER JAMES DEVLIN	Chartered Financial Analyst	Denver, CO \| FOREST, VA	13	14	n/a	no
BRIAN THOMAS LIEDSTRAND	n/a	FOREST, VA \| Hubert, NC	12	12	n/a	no
Marjun Tare	Certified Financial Planner	Charlotte, NC \| FOREST, VA	9	11	n/a	no
Shannon Wesley Kirkpatrick	n/a	DENVER, CO \| FOREST, VA	8	19	n/a	no
MATTHEW LANE TURNER	Certified Financial Planner	FOREST, VA	7	22	n/a	no
Robert Gregory Wigfield	Certified Financial Planner	FOREST, VA	6	11	n/a	no
ANDREW JOHN NEIDERER	Certified Financial Planner	FOREST, VA	5	10	2	no
TRENT CRUZ TARNSTROM	Certified Financial Planner	Charlotte, NC \| FOREST, VA	4	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DEVLIN, CHRISTOPHER, JAMES	CHIEF INVESTMENT OFFICER, CEO	C	yes	06/2012	Oct 18, 2016	Mar 19, 2024
MIDDLEBELT SWM LQ LLC	LIMITED PARTNER	D	yes	11/2018	Feb 9, 2023	Mar 19, 2024
STANDEVEN, JOSHUA, RYAN	CHIEF COMPLIANCE OFFICER	Na	yes	02/2013	Oct 18, 2016	Mar 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MATTHEW TURNER/STRATEGIC FUNDING	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Charlotte	Nc	United States	2	no
CAVE SPRING	Va	United States	1	no
Charlottesville	Va	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$455M	$455M	9	8	6	n/a	n/a
2024	Feb 14, 2025	$442M	$442M	9	8	6	n/a	n/a
2023	Feb 13, 2024	$392M	$392M	12	10	7	n/a	n/a
2022	Feb 9, 2023	$359M	$356M	11	10	6	n/a	n/a
2021	Feb 22, 2022	$409M	$407M	16	16	9	n/a	n/a
2020	Mar 18, 2021	$343M	$343M	10	7	2	n/a	n/a
2019	Jan 23, 2020	$171M	$159M	13	9	0	n/a	n/a
2018	Mar 7, 2019	$137M	$137M	10	10	0	n/a	n/a
2017	Jan 11, 2018	$40.1M	$40.1M	6	6	0	n/a	n/a
2016	Jan 31, 2017	$30.4M	$30.4M	4	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$455M	$442M	3.0%	$359M	8.2%	9	9	6	6

Relationships

Registered with (13)

← TRENT CRUZ TARNSTROMAdvisorregistration: current employment
Aug 17, 2022 to presentfactForm ADV
← ANDREW JOHN NEIDERERAdvisorregistration: current employment
Jun 16, 2021 to presentfactForm ADV
← Robert Gregory WigfieldAdvisorregistration: current employment
Jul 17, 2020 to presentfactForm ADV
← MATTHEW LANE TURNERAdvisorregistration: current employment
Nov 27, 2018 to presentfactForm ADV
← Shannon Wesley KirkpatrickAdvisorregistration: current employment
Feb 26, 2018 to presentfactForm ADV
← Marjun TareAdvisorregistration: current employment
Aug 3, 2017 to presentfactForm ADV
← BRIAN THOMAS LIEDSTRANDAdvisorregistration: current employment
May 28, 2014 to presentfactForm ADV
← CHRISTOPHER JAMES DEVLINAdvisorregistration: current employment
Apr 26, 2013 to presentfactForm ADV
← JOSHUA RYAN STANDEVENAdvisorregistration: current employment
Feb 20, 2013 to presentfactForm ADV
← SETH MCNEIL DEAVERAdvisorregistration: previous registration
Aug 26, 2021 to Nov 11, 2024factForm ADV
← JAMES L. SPICKARDAdvisorregistration: previous registration
Mar 22, 2022 to Sep 7, 2023factForm ADV
← John Victor RyanAdvisorregistration: previous registration
Nov 27, 2018 to Aug 31, 2022factForm ADV
← Christopher John CharteAdvisorregistration: previous registration
Oct 7, 2020 to May 19, 2022factForm ADV

Controls (3)

← DEVLIN, CHRISTOPHER, JAMESOwnerCHIEF INVESTMENT OFFICER, CEO, ownership code C, individual
Oct 18, 2016 to Mar 19, 2024factForm ADV
← STANDEVEN, JOSHUA, RYANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 18, 2016 to Mar 19, 2024factForm ADV
← MIDDLEBELT SWM LQ LLCOwnerLIMITED PARTNER, ownership code D, domestic entity
Feb 9, 2023 to Mar 19, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 11, 2024
Advisor changed firm
Seth Mcneil Deaver left Selective Wealth Management, Inc. for Netadvizor Wealth Llc (registered 2024-11-26)
Form ADVobserved 5 days ago
Occurred
Sep 7, 2023
Advisor changed firm
James L. Spickard left Selective Wealth Management, Inc. for Advanta Wealth Management (registered 2023-08-08)
Form ADVobserved 5 days ago
Occurred
Aug 31, 2022
Advisor changed firm
John Victor Ryan left Selective Wealth Management, Inc. for Novare Capital Management (registered 2022-09-12)
Form ADVobserved 5 days ago
Occurred
Aug 1, 2022
Control person left
Lee Matthew Schubert (Ceo) no longer on Schedule A of Selective Wealth Management, Inc. (listed 2022-06-30, absent 2022-08-01)
Form ADVobserved 5 days ago
Occurred
May 19, 2022
Advisor changed firm
Christopher John Charte left Selective Wealth Management, Inc. for Vanguard Advisers, Inc. (registered 2022-06-22)
Form ADVobserved 5 days ago
Occurred
Jul 29, 2020
Regulatory AUM changed
Selective Wealth Management, Inc. reported RAUM $280.6M, up 64% from $171.1M (2020-06-10 to 2020-07-29)
Form ADVobserved 5 days ago
$109M
Occurred
Dec 3, 2018
Succession filed (Item 4)
Selective Wealth Management Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Oct 18, 2016
First Form ADV filing
Selective Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Sep 14, 2021
Selective Wealth Management, Inc. reported 8 offices beyond its principal office, up from 2 (2021-03-18 to 2021-09-14)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f07e47d7-2afd-4885-3df2-ac5550fd17ef
First observed: Oct 18, 2016
Last observed: May 15, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SELECTIVE WEALTH MANAGEMENT, INC.

CRD 164882

FOREST, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f07e47d7-2afd-4885-3df2-ac5550fd17ef

Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSHUA RYAN STANDEVEN

n/a

FOREST, VA

n/a

CHRISTOPHER JAMES DEVLIN

Chartered Financial Analyst

Denver, CO | FOREST, VA

n/a

BRIAN THOMAS LIEDSTRAND

n/a

FOREST, VA | Hubert, NC

n/a

Marjun Tare

Certified Financial Planner

Charlotte, NC | FOREST, VA

n/a

Shannon Wesley Kirkpatrick

n/a

DENVER, CO | FOREST, VA

n/a

MATTHEW LANE TURNER

Certified Financial Planner

FOREST, VA

n/a

Robert Gregory Wigfield

Certified Financial Planner

FOREST, VA

n/a

ANDREW JOHN NEIDERER

Certified Financial Planner

FOREST, VA

TRENT CRUZ TARNSTROM

Certified Financial Planner

Charlotte, NC | FOREST, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEVLIN, CHRISTOPHER, JAMES

CHIEF INVESTMENT OFFICER, CEO

yes

06/2012

Oct 18, 2016

Mar 19, 2024

MIDDLEBELT SWM LQ LLC

LIMITED PARTNER

yes

11/2018

Feb 9, 2023

Mar 19, 2024

STANDEVEN, JOSHUA, RYAN

CHIEF COMPLIANCE OFFICER

yes

02/2013

Oct 18, 2016

Mar 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MATTHEW TURNER/STRATEGIC FUNDING

n/a

City

State

Country

Employees

Also broker-dealer

Charlotte

United States

CAVE SPRING

United States

Charlottesville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$455M

n/a

2024

Feb 14, 2025

$442M

n/a

2023

Feb 13, 2024

$392M

n/a

2022

Feb 9, 2023

$359M

$356M

n/a

2021

Feb 22, 2022

$409M

$407M

n/a

2020

Mar 18, 2021

$343M

n/a

2019

Jan 23, 2020

$171M

$159M

n/a

2018

Mar 7, 2019

$137M

n/a

2017

Jan 11, 2018

$40.1M

n/a

2016

Jan 31, 2017

$30.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$455M

$442M

3.0%

$359M

8.2%