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SELLWOOD INVESTMENT PARTNERS LLC
CRD 164696 · SEC 801-76867
6650 SW REDWOOD LANE, SUITE 370, PORTLAND, OR, 97224, United States
Phone
(503) 596-2880
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.28B
Discretionary AUM
$2.28B
Team
16 total employees; 14 advisory reps; 26 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; % ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 11 | $128.0M |
| Pension/profit sharing plans | 20 | $594.1M |
| Charitable organizations | 36 | $1.52B |
| Corporations/business entities | 5 | $40.0M |
States served
OR, TX
All web addresses on file
Official SEC filing: View on IAPD