Sellwood Consulting LLC

Sellwood Consulting LLC (CRD# 164696) is a financial advisory firm headquartered in Portland, OR. They manage $30,069,517 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $4,295,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Sellwood Consulting LLC
Showing 1 - 5 of 5 top financial advisors.
1
Charles J. Waibel
CRD#: 2974431
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224
96
Wealthminder
score

Charles Waibel (CRD# 2974431) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has over 19 years of experience in the finance industry.

2
Ryan W. Harvey
CRD#: 6087348
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224
90
Wealthminder
score

Ryan Harvey (CRD# 6087348) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.

3
Ashlee D. Moehring
CRD#: 5873283
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224
87
Wealthminder
score

Ashlee Moehring (CRD# 5873283) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.

4
Kevin R. Raymond
CRD#: 2863740
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224
87
Wealthminder
score

Kevin Raymond (CRD# 2863740) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.

5
Ruth L. Zimmerman
CRD#: 6589039
6650 Sw Redwood Lane, Suite 370, Portland, OR 97224
87
Wealthminder
score

Ruth Zimmerman (CRD# 6589039) is an Investment Advisor Representative working at Sellwood Consulting LLC in Portland, OR and has 1 year of experience in the finance industry.

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