Inactive

Amy Frances Acevedo

Sellwood Investment Partners LLC

CRD 7822677

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Employer firm

Sellwood Investment Partners LLC CRD 164696

$2.28B regulatory AUM 26 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Sellwood Investment Partners Llc

6650 Sw Redwood Lane Suite 370, Portland, OR 97224 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-02-14

OR RA
APPROVED

Since 2024-02-14

Branch Locations

6650 Sw Redwood Lane Suite 370, Portland, OR 97224 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Arnerich Massena	Portland	OR	06/2016	03/2021
Sellwood Consulting Llc	Portland	OR	05/2021	Present
Unemployed	Portland	OR	03/2021	05/2021

06/2016 → 03/2021

Arnerich Massena

Portland, OR
05/2021 → Present

Sellwood Consulting Llc

Portland, OR
03/2021 → 05/2021

Unemployed

Portland, OR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-14

S65 Uniform Investment Adviser Law Examination

2024-02-14

View on SEC IAPD

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