Selkirk Wealth Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 173605
· SEC file 801-123621
· Spokane, WA
· WWW.LINKEDIN.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
- $184M
- Discretionary
- $184M
- Clients
- 164
- Avg AUM / client
- $1.1M
- Accounts
- 166
- Employees
- 4
AUM over time
$105M
$207M
Dec 2021
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 103 | $33.8M | 18.3% |
| High net worth individuals | 61 | $144M | 78.3% |
| Charitable organizations | Fewer than 5 clients | $6.1M | 3.31% |
| Corporations and other businesses | Fewer than 5 clients | $69.3K | 0.04% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric J Stutzman | Member, Cco, Ceo | CFP | Oct 2014 (12y) | 50% – 75% |
| Todd Michael Koyama | Member, Coo | CFP | Jan 2021 (6y) | 50% – 75% |
| Sarah W Williams | Registered representative | Jul 2020 (6y) | ||
| Debra Sue Bell | Registered representative | Dec 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $182M (99% of AUM) Mar 2026
- Nationwide Investment Services Corporation $1.5M (1% of AUM) Dec 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗