Domestic entity
EntityFIDUCIENT ADVISORS LLCStatusOWNERReported since06/2026Ownership75% or moreControl personYes
Sellwood Investment Partners LLC
PORTLAND, OR
Form ADV and provider website profile · CRD 164696 · regulatory data as of Jun 29, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Sellwood Investment Partners LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$2.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
72Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$2.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 06/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 06/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 06/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 06/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2021
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 06/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 06/2026
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Charles Joseph Waibel | Managing Member, Managing Principal | 06/2012 | Individual | Yes | 10% but less than 25% |
| Kevin Rothwell Raymond | Member, Principal | 06/2012 | Individual | Yes | 10% but less than 25% |
| Ryan Wade Harvey | Member, Principal | 06/2012 | Individual | Yes | 10% but less than 25% |
| Ashlee Devina Moehring | Member, Principal, Chief Compliance Officer | 06/2012 | Individual | Yes | 10% but less than 25% |
| Nicholas Andrew Woodward | Member, Principal | 01/2019 | Individual | Yes | 5% but less than 10% |
| Ryan Edward Fitzgerald | Member, Principal | 01/2021 | Individual | No | 5% but less than 10% |
| Veronica Ei Chun Moo | Director - Wealthspire | 06/2026 | Individual | Yes | Less than 5% |
| Carl Edward Nelson | President - Wealthspire | 06/2026 | Individual | Yes | Less than 5% |
| Michael Anthony Lamena | Chief Executive Officer - Wealthspire | 06/2026 | Individual | Yes | Less than 5% |
| Robert Jay Hilzenrath | Director - Wealthspire | 06/2026 | Individual | Yes | Less than 5% |
| Brad Leighton Long | Chief Investment Officer - Wealthspire Institutional | 06/2026 | Individual | Yes | Less than 5% |
| Michael Edmond Goss | President - Fiducient Advisors Llc | 06/2026 | Individual | Yes | Less than 5% |
| Brett Ronald Schneider | Director - Wealthspire | 06/2026 | Individual | Yes | Less than 5% |
| Lisa Marie Moceri | Chief Operating Officer - Wealthspire Institutional | 06/2026 | Individual | Yes | Less than 5% |
| Brian J Yu | Compliance | 06/2026 | Individual | Yes | Less than 5% |
| Fiducient Advisors Llc | Owner | 06/2026 | Domestic entity | Yes | 75% or more |
Indirect Ownership
Source: Form ADVDomestic entity
EntityWEALTHSPIRE US PARENT, LLCStatusOWNERReported since06/2026Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPIRE, LPStatusOWNERReported since06/2026Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPIRE II, LPStatusOWNERReported since06/2026Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPIRE I, LPStatusOWNERReported since06/2026Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPIRE TOPCO, LPStatusOWNERReported since06/2026Ownership75% or moreControl personYes
Domestic entity
EntityWEALTHSPIRE HOLDCO, LPStatusGENERAL PARTNERReported since06/2026OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityWEALTHSPIRE GP LLCStatusOWNERReported since06/2026Ownership25% but less than 50%Control personYes
Domestic entity
EntityWEALTHSPIRE HOLDCO, LPStatusOWNERReported since06/2026Ownership75% or moreControl personYes
Domestic entity
EntityMDCP CO-INVESTORS (CHICAGO-C), L.P.StatusGENERAL PARTNERReported since06/2026OwnershipOther (general partner, trustee, or elected manager)Control personYes
Owners & Executives
Source: Form ADVCJ
Charles Joseph Waibel
Managing Member, Managing Principal
AD
Ashlee Devina Moehring
Member, Principal, Chief Compliance Officer
VE
Veronica Ei Chun Moo
Director - Wealthspire
CE
Carl Edward Nelson
President - Wealthspire
MA
Michael Anthony Lamena
Chief Executive Officer - Wealthspire
RJ
Robert Jay Hilzenrath
Director - Wealthspire
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives16
Indirect ownership records10
Regulatory statusSEC registered investment adviser
SEC registration dateJul 5, 2012
CRD number164696