Selective Wealth Management, Inc.

Business address
1149 Vista Park Drive, Unit D, 24551 Forest, VA
State of incorporation
DE
Fiscal year end
December 31
Former names
Selective Wealth Management (to 10/12/2018)
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Selective Wealth Management, Inc. has filed 29 SEC EDGAR filings since 10/12/2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 10, 2025 Sep 30, 2025 028-18908
13F-HR Open Document Open Filing Jul 10, 2025 Jun 30, 2025 028-18908
13F-HR Open Document Open Filing Apr 14, 2025 Mar 31, 2025 028-18908
13F-HR Open Document Open Filing Jan 15, 2025 Dec 31, 2024 028-18908
13F-HR Open Document Open Filing Oct 9, 2024 Sep 30, 2024 028-18908
13F-HR Open Document Open Filing Jul 10, 2024 Jun 30, 2024 028-18908
13F-HR Open Document Open Filing Apr 11, 2024 Mar 31, 2024 028-18908
13F-HR Open Document Open Filing Jan 5, 2024 Dec 31, 2023 028-18908
13F-HR Open Document Open Filing Oct 10, 2023 Sep 30, 2023 028-18908
13F-HR Open Document Open Filing Jul 11, 2023 Jun 30, 2023 028-18908
13F-HR Open Document Open Filing Jan 23, 2023 Dec 31, 2022 028-18908
13F-HR Open Document Open Filing Oct 21, 2022 Sep 30, 2022 028-18908
13F-HR Open Document Open Filing Jul 28, 2022 Jun 30, 2022 028-18908
13F-HR Open Document Open Filing Apr 20, 2022 Mar 31, 2022 028-18908
13F-HR Open Document Open Filing Jan 18, 2022 Dec 31, 2021 028-18908
13F-HR Open Document Open Filing Oct 27, 2021 Sep 30, 2021 028-18908
13F-HR/A Open Document Open Filing Aug 4, 2021 Jun 30, 2021 028-18908
13F-HR Open Document Open Filing Jul 8, 2021 Jun 30, 2021 028-18908
13F-HR Open Document Open Filing Apr 9, 2021 Mar 31, 2021 028-18908
13F-HR Open Document Open Filing Jan 22, 2021 Dec 31, 2020 028-18908
13F-HR Open Document Open Filing Oct 21, 2020 Sep 30, 2020 028-18908
13F-HR Open Document Open Filing Jul 15, 2020 Jun 30, 2020 028-18908
13F-HR Open Document Open Filing Apr 16, 2020 Mar 31, 2020 028-18908
13F-HR Open Document Open Filing Jan 10, 2020 Dec 31, 2019 028-18908
13F-HR Open Document Open Filing Oct 29, 2019 Sep 30, 2019 028-18908
13F-HR Open Document Open Filing Jul 16, 2019 Jun 30, 2019 028-18908
13F-HR Open Document Open Filing Apr 4, 2019 Mar 31, 2019 028-18908
D Open Document Open Filing Dec 12, 2018 021-327766
13F-HR Open Document Open Filing Oct 12, 2018 Sep 30, 2018 028-18908