# 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. - CRD: 173605 - Filed as: SELKIRK WEALTH ADVISORS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Spokane, WA - Filing period: October 2026 - Form ADV filing dated: March 23, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173605 - AdvisorCensus page: https://advisorcensus.com/firm/selkirk-wealth-advisors-llc-spokane-wa-173605 ## Quick answers **How 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 ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026) - Account minimum: $750,000 (the brochure says it may be waived or negotiated) > 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) > 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) > 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 brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. 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. ### Regulatory assets under management (Item 5.F) - Total: $184,438,421 - Discretionary: $184,438,421 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 103 | $33,803,306 | | High net worth individuals | 61 | $144,454,497 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | Fewer than 5 | $6,111,303 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | Fewer than 5 | $69,315 | | Other | 0 | $0 | ### 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) ### Firm details - Registered since: 2022 (4 years) - Employees: 4 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: ID, TX, WA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the April 2026 filing - Spokane, WA ### Websites listed on Form ADV (Item 1.I) - selkirkwealth.com - LinkedIn @SELKIRK-WEALTH-ADVISORS ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2022 | $104,612,994 | 3 | May 9, 2022 | | October 2023 | $165,230,589 | 6 | March 22, 2023 | | October 2024 | $184,625,695 | 5 | March 25, 2024 | | October 2025 | $207,073,288 | 5 | July 1, 2025 | | October 2026 | $184,438,421 | 4 | March 23, 2026 | 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. ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $207,073,288 to $184,438,421 (-11%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Selkirk Wealth Advisors, LLC (CRD 173605): Form ADV filing data as of October 2026.