Sellwood Investment Partners LLC
● SEC registered since 2012CRD 164696SEC# 801-76867Portland, OR
Reg. AUM
$2.28B
Employees
16
Accounts
72
Location
Portland, OR
Sellwood Investment Partners LLC assets under management
Sellwood Investment Partners LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2012. It reports $2.3 billion in regulatory assets under management and employs 16 people.
Sellwood Investment Partners LLC owners & executives
26 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashlee Devina Moehring Control | Member, Principal, Chief Compliance Officer | 10-25% | 2012 |
| Brad Leighton Long Control | Chief Investment Officer - Wealthspire Institutional | Under 5% | 2026 |
| Brett Ronald Schneider Control | Director - Wealthspire | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Sellwood Investment Partners LLC manage?
Sellwood Investment Partners LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Sellwood Investment Partners LLC have?
Sellwood Investment Partners LLC reports 16 employees.
Where is Sellwood Investment Partners LLC located?
Sellwood Investment Partners LLC is based in Portland, OR and has been SEC-registered since 2012.
Does Sellwood Investment Partners LLC disclose fund performance?
Sellwood Investment Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6650 SW Redwood Lane, Suite 370, Portland, OR 97224 |
| Phone | (503) 596-2880 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1763958 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.28B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.28B