# Selective Wealth Management, Inc.: Form D filing

Selective Wealth Management, Inc., an investing company in Lynchburg, VA, filed a Form D with the SEC in 2018. The latest, on December 12, 2018, reports $600,000 sold of a $13.2 million offering to 1 investor.

Find out what Selective Wealth Management, Inc. does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

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## The full lists

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- [Form D filings in Virginia](https://specstream.ai/data/form-d/state/virginia): 771 rows, by operating companies, filed since November 1, 2024, $38.55, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/virginia
- [Form D filings in Investing](https://specstream.ai/data/form-d/industry/investing): 1,820 rows, by operating companies, filed since November 1, 2024, $91, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/investing

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## Company details from the filing

- Address: 828 MAIN ST, SUITE 1101, Lynchburg, VA, 24504
- Phone: (434) 515-1517
- Industry: Investing
- Entity type: Corporation
- Incorporated in: Delaware
- Revenue range: $1 - $1,000,000
- Exemptions claimed: Rule 506(b)
- SEC identifier (CIK): 1755670

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Dec 12, 2018 | New notice | $13,200,000 | $600,000 | $12,600,000 | 1 | Nov 26, 2018 | [sec.gov](https://www.sec.gov/Archives/edgar/data/1755670/000175567018000006/0001755670-18-000006-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| Josh J. Standeven | Executive Officer, Director |  |
| Matthew Schubert | Executive Officer, Director |  |
| Christopher J. Devlin | Executive Officer, Director |  |

## Other investing companies in Virginia that filed recently

- [MJS Investors LLC](https://specstream.ai/data/form-d/company/mjs-investors-llc-2162283) $3.1 million · Nov 4, 2026
- [CWS Investments Inc](https://specstream.ai/data/form-d/company/cws-investments-inc-1920508) $13.9 million · Sep 28, 2026
- [CIPHER VII a Series of Opulentia Ventures X LLC](https://specstream.ai/data/form-d/company/cipher-vii-a-series-of-opulentia-ventures-x-llc-2146277) $2.2 million · Sep 22, 2026
- [BCC 1667 K Street Investor LLC](https://specstream.ai/data/form-d/company/bcc-1667-k-street-investor-llc-2149339) $17.3 million · Aug 11, 2026

[Every Form D from the week of Dec 10, 2018](https://specstream.ai/data/form-d/week/2018-12-10) · [All recent filings in Virginia](https://specstream.ai/data/form-d/state/virginia) · [All recent Investing filings](https://specstream.ai/data/form-d/industry/investing)

Read from SEC EDGAR. Amount sold is what Selective Wealth Management, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).