Robert J. Wells

SELBY WEALTH MANAGEMENT

EMERYVILLE, CA 94608

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CRD#: 4329590

Professional summary

Robert John Wells, who also goes by Rob Wells, Robbie Wells, Robert J Wells, is a registered financial advisor currently at SELBY WEALTH MANAGEMENT located in Emeryville, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Robert has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Wells | Robbie Wells | Robert J Wells

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I work in a non-investment-related capacity with Austin City Limits Enterprises, LLC (a business development group for the music television show) managing their music publisher relations and licensing for all secondary-window broadcast opportunities. My title is Music Licensing Consultant. My relationship with ACL Enterprises started in 2013. I devote approximately 35 hours per month to this engagement; 95% of which are outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Wells's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 5, 2025 - Present

SELBY WEALTH MANAGEMENT

Office #1: 1900 Powell Street Suite 700, Emeryville, CA 94608

RIA

CRD#: 334084

EMERYVILLE, CA

Past

January 10, 2020 - May 16, 2025

BROOKER WEALTH MANAGEMENT

RIA

CRD#: 105437

OAKLAND, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SELBY WEALTH MANAGEMENT

SELBY WEALTH MANAGEMENT | SELBY WEALTH MANAGEMENT, LLC

CRD#: 334084 / SEC#: 801-131659

RIA

Registered Investment Advisory firm - (12/19/2024 Approved)

California

Registered Investment Advisory firm - (8/13/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

SELBY WEALTH MANAGEMENT

SELBY WEALTH MANAGEMENT | SELBY WEALTH MANAGEMENT, LLC

CRD#: 334084 / SEC#: 801-131659

RIA

Registered Investment Advisory firm - (12/19/2024 Approved)

California

Registered Investment Advisory firm - (8/13/2025 Terminated)

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Contact information

Main Address

1900 Powell Street Suite 700, Emeryville, CA 94608

Mailing Address

Phone number

(415) 857-9670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SELBY WEALTH FORM ADV PART 2A AND PART 2B - MARCH 2025 (5/19/2025)

Regulatory assets under management

Total Number of Accounts	475
AUM (Assets Under Management)	$ 494,574,705

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert J. Wells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Wells's CRS (Customer Relationship Summary).

Certified licenses

Experience

SELBY WEALTH MANAGEMENT

BROOKER WEALTH MANAGEMENT

Primary Firm SEC Registration

SELBY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

SELBY WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SELBY WEALTH MANAGEMENT

TRUST BUT VERIFY

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