{"url":"https://nivawealth.com/firms/selkirk-wealth-advisors-173605","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/173605","regulatoryAum":184438421,"crd":"173605","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2260690","suffix":null,"lastName":"BELL","firstName":"DEBRA","middleName":"SUE"},{"crd":"5310745","suffix":null,"lastName":"STUTZMAN","firstName":"ERIC","middleName":"J"},{"crd":"6460811","suffix":null,"lastName":"WILLIAMS","firstName":"SARAH","middleName":"W"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-09","regulatoryAum":104612994,"clients":61,"employees":3,"offices":1},{"filedOn":"2023-03-22","regulatoryAum":165230589,"clients":186,"employees":6,"offices":2},{"filedOn":"2024-03-25","regulatoryAum":184625695,"clients":201,"employees":5,"offices":2},{"filedOn":"2025-07-01","regulatoryAum":207073288,"clients":204,"employees":5,"offices":2},{"filedOn":"2026-03-23","regulatoryAum":184438421,"clients":164,"employees":4,"offices":2}],"secFileNumber":"801-123621","legalName":"Selkirk Wealth Advisors, LLC","displayName":"Selkirk Wealth Advisors","slug":"selkirk-wealth-advisors-173605","website":"https://selkirkwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/173605/ceb289637c4360cb-r1.webp","tone":"light","width":668,"height":200,"sourceUrl":"https://selkirkwealth.com","sourceLabel":"Selkirk Wealth Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/selkirk-wealth-advisors","founded":null,"organization":"Washington limited liability company","fiscalYearEnd":"December","headquarters":{"street":"203 N Washington St, Suite 203","city":"Spokane","state":"WA","stateName":"Washington","country":"United States","postalCode":"99201"},"tradeNames":[],"registration":{"secApproved":"11 April 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1086937.8231707318,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":184438421,"discretionary":184438421,"discretionaryAccounts":166,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":5},"clientTypes":[{"label":"Individuals (other than HNW)","clients":103,"regulatoryAum":33803306},{"label":"High-net-worth individuals","clients":61,"regulatoryAum":144454497},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":6111303},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":69315}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.2,"from":0},{"to":3000000,"pct":0.85,"from":1000000},{"to":6000000,"pct":0.75,"from":3000000},{"to":10000000,"pct":0.55,"from":6000000},{"to":null,"pct":0.4,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024135","versionId":1024135,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-23","documentName":"SELKIRK WEALTH ADVISORS ADV PART 2A MARCH 2026","fee_rate_low":0.4,"fee_rate_high":1.2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Stand-Alone Financial Planning","summary":"Stand-alone financial planning is a fixed fee, typically $3,000 and negotiable, or billed hourly at $375.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024135","versionId":1024135,"submittedOn":"2026-03-23","documentName":"SELKIRK WEALTH ADVISORS ADV PART 2A MARCH 2026"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:03:36.624251+00:00","documents":[{"name":"SELKIRK WEALTH ADVISORS ADV PART 2A MARCH 2026","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024135","versionId":1024135,"submittedOn":"2026-03-23"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":182078057}],"custodyNote":"Selkirk Wealth Advisors has custody of $1.49M for 102 clients.","otherCustodians":[],"leadership":[{"name":"Eric Stutzman","title":"Member, CCO, CEO","crd":"5310745"}],"ownership":[{"label":"Eric Stutzman","detail":"Member, cco, ceo in the 75% or more ownership band and a control person, since October 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Washington","offices":2,"addresses":[{"street":"203 N Washington St, Suite 203","city":"Spokane","headquarters":true},{"street":"1403 S Grand BLVD","city":"Spokane"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"509-270-2886","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":15},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":80},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/173605/PDF/173605.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024135","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Selkirk Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Selkirk Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Selkirk Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Selkirk Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Selkirk Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Selkirk Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Selkirk Wealth Advisors?","answer":"Selkirk Wealth Advisors’ direct owner is Eric Stutzman (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Selkirk Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Selkirk Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}