AdvisorCensus / Financial advisors / Washington / Spokane / Selkirk Wealth Advisors, LLC
Selkirk Wealth Advisors, LLC is an SEC-registered investment advisory firm in Spokane, WA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Selkirk Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Selkirk Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Selkirk Wealth Advisors, LLC charge?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Flat fee: $3,000 (stand-alone financial planning services); Hourly rate: $375 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Selkirk Wealth Advisors, LLC located?
Selkirk Wealth Advisors, LLC's principal office is in Spokane, WA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Selkirk Wealth Advisors, LLC registered with the SEC or a state?
Selkirk Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 173605.
How much does Selkirk Wealth Advisors, LLC manage?
Selkirk Wealth Advisors, LLC reports $184,438,421 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).
How have Selkirk Wealth Advisors, LLC's assets and staff changed since 2022?
In the Form ADV data for Selkirk Wealth Advisors, LLC: Regulatory assets under management: $104,612,994 in the October 2022 data and $184,438,421 in the October 2026 data, up 76%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Selkirk Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (103); high net worth individuals (61).
Which custodians does Selkirk Wealth Advisors, LLC use?
Selkirk Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Selkirk Wealth Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173605
Does Selkirk Wealth Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Our minimum account size, based on the client’s total household assets under our management, is $750,000. We may waive the minimum at our discretion."
What changed in Selkirk Wealth Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $207,073,288 to $184,438,421 (-11%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $750,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our minimum account size, based on the client’s total household assets under our management, is $750,000. We may waive the minimum at our discretion.
Flat fee: $3,000 (stand-alone financial planning services)
The brochure's wording
We also offer stand-alone financial planning services for a fixed fee. Our typical planning fee is $3,000, but your fee may be more or less than this, depending on the plan’s complexity.
Hourly rate: $375 an hour (financial planning)
The brochure's wording
We will charge on an hourly basis, rather than a fixed fee, upon request and when agreed to in writing. Our hourly rate is $375.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$184,438,421 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $184,438,421 | 4 | March 23, 2026 |
| October 2025 | $207,073,288 | 5 | July 1, 2025 |
| October 2024 | $184,625,695 | 5 | March 25, 2024 |
| October 2023 | $165,230,589 | 6 | March 22, 2023 |
| October 2022 | $104,612,994 | 3 | May 9, 2022 |
Regulatory assets under management: $104,612,994 in the October 2022 data and $184,438,421 in the October 2026 data, up 76%.
Total employees: 3 in October 2022 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $207,073,288 to $184,438,421 (-11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Selkirk Wealth Advisors, LLC (CRD 173605): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/selkirk-wealth-advisors-llc-spokane-wa-173605