Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

SW

Sarah W Williams

SELKIRK WEALTH ADVISORS

SPOKANE, WA

·CRD# 6460811·6 years experience

Professional Summary

Sarah W Williams, who also goes by Sarah Williams, Sarah H Willingham, Sarah Helen Willingham, Sarah Willingham, is a registered financial advisor currently at SELKIRK WEALTH ADVISORS, LLC located in Spokane, Washington. Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Sarah has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sarah Williams, Sarah H Willingham, Sarah Helen Willingham, Sarah Willingham

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Nelson Jacinto Secretario

REDWOOD PRIVATE WEALTH

PHOENIX, AZ · CRD#

LINCOLN INVESTMENT

Princeton, TX · CRD#

Daniel Erik Milks

FIDUCIARY ORGANIZATION, LLC

GREENVILLE, SC · CRD#

Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Nelson Jacinto Secretario

REDWOOD PRIVATE WEALTH

PHOENIX, AZ · CRD#

LINCOLN INVESTMENT

Princeton, TX · CRD#

Daniel Erik Milks

FIDUCIARY ORGANIZATION, LLC

GREENVILLE, SC · CRD#

Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Nelson Jacinto Secretario

REDWOOD PRIVATE WEALTH

PHOENIX, AZ · CRD#

LINCOLN INVESTMENT

Princeton, TX · CRD#

Daniel Erik Milks

FIDUCIARY ORGANIZATION, LLC

GREENVILLE, SC · CRD#

Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Nelson Jacinto Secretario

REDWOOD PRIVATE WEALTH

PHOENIX, AZ · CRD#

LINCOLN INVESTMENT

Princeton, TX · CRD#

Daniel Erik Milks

FIDUCIARY ORGANIZATION, LLC

GREENVILLE, SC · CRD#

Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#

Years of Experience

6 years in the financial services industry

Current & Past Employments

SELKIRK WEALTH ADVISORS, LLC·CRD# 173605

RIA

203 N Washington St Suite 203, Spokane, WA 99201

July 17, 2020 - Present

Similar Advisors

Nelson Jacinto Secretario

REDWOOD PRIVATE WEALTH

PHOENIX, AZ · CRD#

LINCOLN INVESTMENT

Princeton, TX · CRD#

Daniel Erik Milks

FIDUCIARY ORGANIZATION, LLC

GREENVILLE, SC · CRD#

Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#

Current Firm

SW

SELKIRK WEALTH ADVISORS, LLC

SELKIRK WEALTH ADVISORS, LLC

CRD#: 173605 / SEC#: 801-123621

RIA

Registered Investment Advisory firm - SEC (4/11/2022 Approved)

Idaho

Registered Investment Advisory firm - Idaho (4/18/2022 Terminated)

Washington

Registered Investment Advisory firm - Washington (5/11/2022 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).

Contact Information

Main Address

203 N Washington St Suite 203, Spokane, WA 99201

Phone Number

(509) 270-2886

# of Employees

4

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SELKIRK WEALTH ADVISORS ADV PART 2A MARCH 2026 (3/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

166

AUM (Assets Under Management)

$184,438,421

Similar Advisors

Nelson Jacinto Secretario

REDWOOD PRIVATE WEALTH

PHOENIX, AZ · CRD#

LINCOLN INVESTMENT

Princeton, TX · CRD#

Daniel Erik Milks

FIDUCIARY ORGANIZATION, LLC

GREENVILLE, SC · CRD#

Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

Similar Advisors

Nelson Jacinto Secretario

REDWOOD PRIVATE WEALTH

PHOENIX, AZ · CRD#

LINCOLN INVESTMENT

Princeton, TX · CRD#

Daniel Erik Milks

FIDUCIARY ORGANIZATION, LLC

GREENVILLE, SC · CRD#

Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#

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".

SW

SELKIRK WEALTH ADVISORS, LLC

SELKIRK WEALTH ADVISORS, LLC

CRD#: 173605 / SEC#: 801-123621

RIA

Registered Investment Advisory firm - SEC (4/11/2022 Approved)

Idaho

Registered Investment Advisory firm - Idaho (4/18/2022 Terminated)

Washington

Registered Investment Advisory firm - Washington (5/11/2022 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.

IAR

Washington
(7/17/2020)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2020About the Series 65 exam

Similar Advisors

Nelson Jacinto Secretario

REDWOOD PRIVATE WEALTH

PHOENIX, AZ · CRD#

LINCOLN INVESTMENT

Princeton, TX · CRD#

Daniel Erik Milks

FIDUCIARY ORGANIZATION, LLC

GREENVILLE, SC · CRD#

Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Sarah W Williams's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Nelson Jacinto Secretario

REDWOOD PRIVATE WEALTH

PHOENIX, AZ · CRD#

LINCOLN INVESTMENT

Princeton, TX · CRD#

Daniel Erik Milks

FIDUCIARY ORGANIZATION, LLC

GREENVILLE, SC · CRD#

Kirk Alan Paulsen

MONEY CONCEPTS CAPITAL CORP

MT. PLEASANT, SC · CRD#

SW

Follow Sarah

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required