# SELLWOOD INVESTMENT PARTNERS LLC

SELLWOOD INVESTMENT PARTNERS LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 164696
- Type: SEC-registered investment adviser
- SEC file number: 801-76867
- Location: 6650 SW REDWOOD LANE, SUITE 370, PORTLAND, OR, 97224
- Phone: (503) 596-2880
- Latest filing: 2026-06-29
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.3B
- Clients: 16
- Accounts: 72

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Brett Ronald Schneider | DIRECTOR - WEALTHSPIRE | — |
| Veronica Ei Chun Moo | DIRECTOR - WEALTHSPIRE | — |
| Michael Anthony Lamena | CHIEF EXECUTIVE OFFICER - WEALTHSPIRE | — |
| Carl Edward Nelson | PRESIDENT - WEALTHSPIRE | — |
| Michael Edmond Goss | PRESIDENT - FIDUCIENT ADVISORS LLC | — |
| Robert Jay Hilzenrath | DIRECTOR - WEALTHSPIRE | — |
| Brad Leighton Long | CHIEF INVESTMENT OFFICER - WEALTHSPIRE INSTITUTIONAL | — |
| Brian J Yu | COMPLIANCE | — |
| Lisa Marie Moceri | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | — |
| Charles Joseph Waibel | MANAGING MEMBER, MANAGING PRINCIPAL | — |
| Kevin Rothwell Raymond | MEMBER, PRINCIPAL | — |
| Ryan Wade Harvey | MEMBER, PRINCIPAL | — |
| Ashlee Devina Moehring | MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| Nicholas Andrew Woodward | MEMBER, PRINCIPAL | — |
| Ryan Edward Fitzgerald | MEMBER, PRINCIPAL | — |
| WAIBEL CHARLES JOSEPH | MANAGING MEMBER, CONSULTANT, MANAGING PRINCIPAL; MANAGING MEMBER, MANAGING DIRECTOR; MANAGING MEMBER, MANAGING PRINCIPAL | — |
| MOEHRING ASHLEE D | MEMBER, DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| RAYMOND KEVIN ROTHWELL | MEMBER, CONSULTANT, PRINCIPAL; MEMBER, DIRECTOR; MEMBER, PRINCIPAL | — |
| HARVEY RYAN WADE | MEMBER, CONSULTANT, PRINCIPAL; MEMBER, DIRECTOR; MEMBER, PRINCIPAL | — |
| MOEHRING ASHLEE DEVINA | MEMBER, CONSULTANT, PRINCIPAL, CHIEF COMPLIANCE OFFICER; MEMBER, DIRECTOR, CHIEF COMPLIANCE OFFICER; MEMBER, PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |
| Woodward Nicholas Andrew | MEMBER, CONSULTANT, PRINCIPAL; MEMBER, PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164696/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164696/similar
- Related entities: https://search.stillhousedata.com/firm/164696/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164696

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.