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Principal, Investment Strategist, Chief Compliance Officer · Selby Wealth Management

Joseph A. Wells

CRD 4170305 · Named on Form ADV at one SEC-registered adviser

At a glance

Selby Wealth Management, an SEC-registered wealth manager based in Emeryville, CA with $545 million in regulatory assets, lists Joseph A. Wells on its Form ADV as Principal, Investment Strategist, Chief Compliance Officer, a control person.

Firms and roles

  • Selby Wealth ManagementPrincipal, Investment Strategist, Chief Compliance OfficerWealth manager · Emeryville, CA · $545M in regulatory assets

AtlasMembers

Joseph’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.