Sellwood Investment Partners Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 72
- Avg AUM / client
- $31.7M
- Accounts
- 72
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 11 | $128M | 5.61% |
| Pension and profit sharing plans | 20 | $594M | 26.0% |
| Charitable organizations | 36 | $1.5B | 66.6% |
| Corporations and other businesses | 5 | $40.0M | 1.75% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Building Service Pension Plan Board Of Trustees Of Building Service Pension Plan Pension Trust | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ashlee Devina Moehring | Member, Principal, Chief Compliance Officer | Jun 2012 (14y) | 10% – 25% | |
| Charles Joseph Waibel | Managing Member, Managing Principal | CFA | Jun 2012 (14y) | 10% – 25% |
| Kevin Rothwell Raymond | Member, Principal | Jun 2012 (14y) | 10% – 25% | |
| Ryan Wade Harvey | Member, Principal | CFA | Jun 2012 (14y) | 10% – 25% |
| Nicholas Andrew Woodward | Member, Principal | CFA | Jan 2017 (10y) | 5% – 10% |
| Ruth Louise Zimmerman | Registered representative | Jan 2016 (11y) | ||
| Ryan Edward Fitzgerald | Registered representative | CFA | Mar 2021 (5y) | |
| Amy Frances Acevedo | Registered representative | Feb 2024 (2y) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Building Service Pension Plan | Board Of Trustees Of Building Service Pension Plan Pension Trust | 3,511 | $99.0M | 05/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • % ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (67% of AUM) Jun 2026
- U.S. Bank $371M (16% of AUM) Jun 2026
- Midwest Institutional Trust Company $264M (12% of AUM) Jun 2026
- Bmo Harris Bank N.A. $215M (17% of AUM) Mar 2023
- Amalgamated Bank $187M (15% of AUM) Mar 2023
- Wells Fargo $43.0M (16% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗