Chief Compliance Officer

0001755670-24-000004.txt : 20240411 0001755670-24-000004.hdr.sgml : 20240411 20240411102817 ACCESSION NUMBER: 0001755670-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Selective Wealth Management, Inc. CENTRAL INDEX KEY: 0001755670 ORGANIZATION NAME: IRS NUMBER: 455609012 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18908 FILM NUMBER: 24837424 BUSINESS ADDRESS: STREET 1: 1149 VISTA PARK DRIVE STREET 2: UNIT D CITY: FOREST STATE: VA ZIP: 24551 BUSINESS PHONE: 4345151517 MAIL ADDRESS: STREET 1: 1149 VISTA PARK DRIVE STREET 2: UNIT D CITY: FOREST STATE: VA ZIP: 24551 FORMER COMPANY: FORMER CONFORMED NAME: Selective Wealth Management DATE OF NAME CHANGE: 20181011 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false true 0001755670 XXXXXXXX 03-31-2024 03-31-2024 Selective Wealth Management, Inc.

1149 VISTA PARK DRIVE UNIT D FOREST VA 24551

13F HOLDINGS REPORT 028-18908 000164882 801-108568 N Joshua Ryan Standeven Chief Compliance Officer 14342606155 Josh Standeven Forest VA 04-11-2024 0 104 230154523 false INFORMATION TABLE 2 SWMQ12024.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1626217 5013 SH SOLE 0 5013 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4563491 61181 SH SOLE 0 44997 0 16184 ALPHABET INC CAP STK CL C 02079K107 294194 1866 SH SOLE 0 1144 0 722 ALPHABET INC CAP STK CL A 02079K305 397845 2548 SH SOLE 0 2348 0 200 AMAZON COM INC COM 023135106 976981 5254 SH SOLE 0 4734 0 520 AMCOR PLC ORD G0250X107 113875 12500 SH SOLE 0 0 0 12500 AMERICAN CENTY ETF TR US SML CP VALU 025072877 651806 7256 SH SOLE 0 5911 0 1345 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 432043 6578 SH SOLE 0 5358 0 1220 APPLE INC COM 037833100 3816900 22749 SH SOLE 0 16665 0 6084 APPLIED MATLS INC COM 038222105 364888 1744 SH SOLE 0 2 0 1742 AT&T INC COM 00206R102 278235 16631 SH SOLE 0 4718 0 11913 BANK AMERICA CORP COM 060505104 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