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SELECTIVE WEALTH MANAGEMENT, INC

EIN 45-5609012-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
12
1149 VISTA PARK DRIVE, UNIT D - FOREST, VA 24551434-515-1517selectivewealthmanagement.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.3M - 12 part

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Retirement#001

SELECTIVE WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$1.3M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SELECTIVE WEALTH MANAGEMENT 401(K) PLAN401k$1.3M122025
Retirement plans
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