Brand profile · Investment Management

Select Wealth Management

Auckland, Takapuna-based Select Wealth Management operates in Investment Management. Ownership is privately held; it publishes at selectwealth.co.nz. It holds one address on record, all in New Zealand. The record counts 3 people. Tagged wealth Management and Administration. It is listed alongside nine similar brands, mostly in Financial Services.

Profile live Privately Held 1 office country

Key facts

Counted staff
3
self-reported band not used
Office countries
1
1 address
Company type
Privately Held
self-reported
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Description

Select Wealth Management is a NZ owned and operated investment services provider that makes sophisticated investing easy for investors.

We work with a large network of fully qualified investment advisers (AFA’s) to develop personalised and comprehensive investments solutions for their clients.

Select Wealth Management’s ‘wrap’ service bundles a range of investments together. Consolidated reporting makes it easier to monitor your investments and most of the administration is done for you.

In 2015 JMIS Limited acquired the Sovereign Select Wealth Management business from which Select Wealth Management Limited was formed.

JMIS have a long standing relationship with Select Wealth, as an investment consultant to the service since 1998. The Select Wealth Management service is an exciting and complementary extension to JMIS’ existing investment advice and services.

Specialties

All 1 specialty
  • Wealth Management and Administration

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary NZ. Codes: NZ.1 countryprimary NZNZ
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryNZ

All codes: NZ

Addresses

  • NZLevel 1, 87 Hurstmere Road; Auckland , Takapuna 0622Primary

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Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
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People & contacts

3 employee profiles on record · names withheld.

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FAQ

How many people work at Select Wealth Management?

The record holds 3 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.

Where does Select Wealth Management have offices?

One address on record, New Zealand only. Primary: Level 1, 87 Hurstmere Road, Auckland, Takapuna 0622.

Has Select Wealth Management raised funding?

None linked to this brand.

What does Select Wealth Management list as its specialties?

One tag on the brand's own list, among them Wealth Management and Administration.

Which companies are listed alongside Select Wealth Management?

2 profiles list Select Wealth Management as a peer — 67th percentile in Investment Management. It lists ten peers of its own. Devon Funds Management and JMI Wealth list it back.

What is Select Wealth Management's website?