Wealth Manager
    SEC Registered

    Sellwood Investment Partners LLC

    Registered investment advisor · Portland, Oregon · CRD #164696

    Assets Under Management
    $2.3B
    Client Accounts
    72
    Employees
    16
    CRD Number
    164696
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., U.s. Bank, N.a., Midwest Institutional Trust Services

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sellwood Investment Partners LLC

    Sellwood Investment Partners LLC is an independent, SEC-registered investment advisory firm founded in 2012, offering customized investment advice and portfolio management to nonprofits, institutional clients, and select high-net-worth individuals. The firm focuses on long-term relationships and conflict-free advisory services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sellwood Investment Partners LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Sellwood Investment Partners LLC's AUM?

    Sellwood Investment Partners LLC reports approximately $2.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sellwood Investment Partners LLC headquartered?

    Sellwood Investment Partners LLC is headquartered in Portland, Oregon.

    What is Sellwood Investment Partners LLC's CRD number?

    Sellwood Investment Partners LLC's CRD number is 164696. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sellwood Investment Partners LLC manage?

    Sellwood Investment Partners LLC manages approximately 72 client accounts according to its latest SEC filing.

    Is Sellwood Investment Partners LLC SEC registered?

    Yes, Sellwood Investment Partners LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Oregon

    Government Portfolio Advisors LLC
    Portland, OR · $35.1B AUM
    Stancorp Investment Advisers, Inc.
    Portland, OR · $34.5B AUM
    Ferguson Wellman Capital Management, Inc.
    Portland, OR · $10.7B AUM
    Kingsview Wealth Management, LLC
    Grants Pass, OR · $9B AUM
    Northwest Capital Management Inc.
    Lake Oswego, OR · $8.5B AUM
    Aldrich Wealth LP
    Lake Oswego, OR · $7.6B AUM
    See all top RIA firms in Oregon →

    Research firms like Sellwood Investment Partners LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial