SourcingSourcing

SELLWOOD INVESTMENT PARTNERS LLC

C23
CRD 164696·SEC 801-76867·PORTLAND, OR
AUM
$2.28B
$1B+
Est. Revenue
$22.8M
@ 1% on AUM
Est. EBITDA
$6.8M
@ 30% margin
Est. Deal Value
$54.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SELLWOOD INVESTMENT PARTNERS LLC
CRD
164696
SEC file #
801-76867
EIN
800827237
DBA names
—

Economics

AUM
$2.28B
AUM band
$1B+
AUM trajectory
'20'26
$420.4M → $2.28B▲ +443%
Client mix
Charitable Organizations36
Pension Profit Sharing Plans20
Individuals High Net Worth11
Corporations5

Operations

Employees (total)
16
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
9 advisors → 14 advisors▲ +56%
Primary office
PORTLAND OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
linkedin.com/company/sellwood-investment-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HARVEY, RYAN, WADE
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
HARVEY, RYAN, WADE
MOEHRING, ASHLEE, DEVINA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:sellwood.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
402,221
Form 5500 Compensation Trajectory 3y
2026271,242
2025130,979
Form 5500 Plan Count Trajectory 3y
20266
20252
Schedule C Total Compensation
402,221
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0001763958
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2019-01-14
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001763958-26-000005
Edgar Form D Count
2
Edgar Form D Offerings
2021-01-052021-01-05 · 0001838191-21-000002
2019-01-142019-01-14 · 0001763958-19-000001
Edgar Former Names
Sellwood Consulting LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
U.s. Bank2
Edgar Addresses
Mailing
6650 SW REDWOOD LANE, SUITE 370PORTLAND, OR 97224
Business
6650 SW REDWOOD LANE, SUITE 370PORTLAND, OR 97224
Edgar EIN
800827237
Edgar Recent Filings
13F-HR2026-04-23 · 0001763958-26-000005
N-PX2026-02-17 · 0001763958-26-000003
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6087348
Trust Company Affiliate
No

People (8)

8
RAYMOND, KEVIN, ROTHWELL
IAR · Direct Owner · 17.5%
2863740
WAIBEL, CHARLES, JOSEPH
IAR · Direct Owner · 17.5%
2974431
MOEHRING, ASHLEE, DEVINA
IAR · Direct Owner · 17.5%
5873283
HARVEY, RYAN, WADE
IAR · Direct Owner · 17.5%
6087348
Fitzgerald, Ryan, Edward
IAR · Direct Owner · 7.5%
7356477
Woodward, Nicholas, Andrew
IAR · Direct Owner · 7.5%
6745571
Amy Frances Acevedo
IAR
7822677
Ruth Louise Zimmerman
IAR
6589039