Selby Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$476,850,449
Clients
169
Advisors
3
of 4 employees
About
Selby Wealth Management advises individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $545 million on a discretionary basis across about 169 client relationships. The firm provides ongoing portfolio management alongside financial planning and consulting services for clients who seek coordinated investment and retirement guidance.
The advisor applies fundamental analysis to build customized, typically long‑term portfolios using mutual funds and ETFs and, when appropriate, individual stocks and bonds; portfolios are constructed to align with each client’s goals, time horizon, and risk tolerance and are monitored with at least annual formal reviews. Selby Wealth implements discretionary strategies and may rebalance, harvest gains or losses, or use cash positions for hedging or liquidity needs to meet client objectives.
Notable features include a small advisory team managing a relatively large asset base, which results in higher average account sizes than many peers and suggests a focus on wealthier or concentrated client relationships. The firm was formed recently but operates as an SEC‑registered RIA on an institutional custody platform, receives institutional support from its custodian, does not participate in wrap or soft‑dollar programs, and does not accept proxy‑voting responsibility for client accounts.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.75% annually $2,000,001 - $3,500,000: 0.60% annually $3,500,001 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually
Financial planning services charged at $200 to $275 per hour; administrative support fees $75 to $125 per hour.
Account minimum: $100,000 Fee-only: Investment advisory fees based on tiered AUM schedule as stated; no commissions received.
Main office
2200 Powell Street, Suite 350
Emeryville CA 94608
Advisors at this office
3
Most active in
California · Oregon · Texas
Also doing business as
Selby Wealth Management · Selby Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel B
Emeryville, CA
Selby Wealth Management
Daniel Beatty is a financial advisor at Selby Wealth Management with 19 years of industry experience. He has been with Selby Wealth Management since 2024 and also maintains a long-standing role at JOHN W. BOOKER & CO., CPAs, PC, where he has worked since 1983. Selby Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering discretionary investment management and fiduciary retirement plan services.
Joseph W
CFP®, CFA®, Series 66
Emeryville, CA
Selby Wealth Management
Joseph Wells is a CFP® and CFA® with 20 years of industry experience. He currently serves as an advisor at Selby Wealth Management and has prior experience with John W. Brooker & Co., CPAs, PC. Outside of finance, he is involved in music writing and licensing for TV and film, receiving residuals for his work. Selby Wealth Management is a registered investment adviser that provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering fiduciary services and ongoing monitoring for its clients.
Robert W
CFA®
Emeryville, CA
Selby Wealth Management
Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.
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