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Organization · Family Office

Select Wealth

Select Wealth is an independent wealth management firm based in San Juan, Puerto Rico, specializing in tailored financial solutions for high net-worth individuals and institutions. Founded in 2018, it emphasizes fiduciary responsibility and holistic investment strategies.

Family OfficeFunder
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Overview

What Select Wealth does

What Select Wealth is

Select Wealth is an independent wealth management firm based in San Juan, Puerto Rico, specializing in tailored financial solutions for high net-worth individuals and institutions. Founded in 2018, it emphasizes fiduciary responsibility and holistic investment strategies.

How it participates in the startup ecosystem

The current public profile supports funder capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.

Operational profile

Organization status and context

Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.

Operational status
Active
Organization type
Family Office
Founded
Founded in 2018
Approximate age
About 8 years
Structured capabilities
Funder
Last reviewed
March 28, 2026

Official channels

Find Select Wealth elsewhere

Open the official website or a supported primary organization account.

Capability profile

Select Wealth as a funder

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Investment thesis

Select Wealth focuses on wealth building and preservation through tailored financial solutions and concierge service.

Focus narrative

Select Wealth provides a range of wealth management services, including financial planning and holistic investment strategies. As a Registered Investment Advisor (RIA), the firm prioritizes fiduciary responsibility, ensuring that clients' best interests are at the forefront. They have access to multiple investing platforms worldwide and often engage in private equity deals and early-stage venture opportunities.

Focus and fit

Stages
Friends and Family · Angel · Pre-seed · Seed · Seed+ · Series A · Series B · Series C · Growth Equity

Availability

Currently deploying
Not published

Connected ecosystem

Continue from Select Wealth

These links use structured organization type, sector, and regional relationships. They do not imply endorsement or commercial similarity.

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Structured regional focus

Latin AmericaContinent · 2,296 organizations

Common questions

What to know about Select Wealth

Upseed classifies Select Wealth under the Family Office organization type. Its current public profile includes funder capabilities.

Next step

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Return to the organization index or continue through a verified sector, place, peer, or program connected to this profile.

Browse organizationsExplore Latin America

Source and update disclosure

Know what this page is based on

Source basis

Public organization and program material, official websites, and structured Upseed records.

Last reviewed

March 28, 2026

Known limits

Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.

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