Selkirk Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Selkirk Wealth Advisors reports 164 clients. They include 103 individual clients and 61 high-net-worth individuals. Of its assets, 100.0% ($184M across 166 accounts) are managed with discretion. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 18% |
| High-net-worth individuals | 37% | 78% |
| Charitable organizations | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 103 | $33.8M | 18.3% | $328K |
| High-net-worth individuals | 61 | $144M | 78.3% | $2.37M |
| Charitable organizations | Fewer than 5 | $6.11M | 3.3% | — |
| Corporations and other businesses | Fewer than 5 | $69.3K | 0.0% | — |
| Total | 164 | $184M | 100% | — |
- Clients
- 103
- Regulatory AUM
- $33.8M
- AUM share
- 18.3%
- Avg. per client
- $328K
- Clients
- 61
- Regulatory AUM
- $144M
- AUM share
- 78.3%
- Avg. per client
- $2.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.11M
- AUM share
- 3.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $69.3K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 164
- Regulatory AUM
- $184M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Selkirk Wealth Advisors charges 0.40%–1.20% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.20% |
| $1M–$3M | 0.85% |
| $3M–$6M | 0.75% |
| $6M–$10M | 0.55% |
| $10M and above | 0.40% |
Fee details and sources
Other fees
- Stand-Alone Financial Planning
- Stand-alone financial planning is a fixed fee, typically $3,000 and negotiable, or billed hourly at $375.
Eric Stutzman owns 75% or more of Selkirk Wealth Advisors. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Selkirk Wealth Advisors, LLC
Eric Stutzman
Control person · since October 2014
Selkirk Wealth Advisors’ regulatory assets grew 1.8× from $105M (May 2022) to $184M (March 2026); clients rose from 61 to 164 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $184M | 164 | 4 | 2 |
| Jul 2025July 2025 | $207M | 204 | 5 | 2 |
| Mar 2024March 2024 | $185M | 201 | 5 | 2 |
| Mar 2023March 2023 | $165M | 186 | 6 | 2 |
| May 2022May 2022 | $105M | 61 | 3 | 1 |
Besides its headquarters, Selkirk Wealth Advisors has 1 office, with 2 listed addresses in 1 state.
Washington · 2 listed addresses
- 203 N Washington St, Suite 203, SpokaneHQ
- 1403 S Grand BLVD, Spokane
Contact and registration details
- Legal name
- Selkirk Wealth Advisors, LLC
- Headquarters
- 203 N Washington St, Suite 203, Spokane, WA 99201
- Website
- selkirkwealth.com
- Phone
- 509-270-2886
- @selkirk-wealth-advisors
- SEC file
- 801-123621
- Structure
- Washington LLC
- Fiscal year end
- December
Selkirk Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($182M). Selkirk Wealth Advisors has custody of $1.49M for 102 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $182M100%
At year end, Selkirk Wealth Advisors’ separately managed accounts were mostly in funds (81%) and stocks (16%).
What the accounts hold
- Stocks16%
- Exchange-traded equities15%
- Non-exchange-traded equities1%
- Funds81%
- Registered funds80%
- Pooled vehicles1%
- Cash3%
How many clients does Selkirk Wealth Advisors have?
Selkirk Wealth Advisors has 164 clients and manages $184 million for them, as of March 2026. They include 103 individual clients and 61 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Selkirk Wealth Advisors offer?
Selkirk Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Selkirk Wealth Advisors charge?
Selkirk Wealth Advisors charges 0.40%–1.20% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: SELKIRK WEALTH ADVISORS ADV PART 2A MARCH 2026, filed 23 March 2026
Which custodians does Selkirk Wealth Advisors use?
Selkirk Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $182M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Selkirk Wealth Advisors have?
Selkirk Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Selkirk Wealth Advisors invest in?
At the end of its last fiscal year, Selkirk Wealth Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 3% cash and equivalents, 1% non-exchange-traded equities and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Selkirk Wealth Advisors?
Selkirk Wealth Advisors’ direct owner is Eric Stutzman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Selkirk Wealth Advisors get paid?
Selkirk Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Selkirk Wealth Advisors?
Selkirk Wealth Advisors’ main office is at 203 N Washington St, Suite 203, Spokane, WA 99201. Its phone number is 509-270-2886. Its website is selkirkwealth.com.