On April 22, 2026, Wealthspire Advisors announced that its company, Fiducient Advisors, is to acquire Sellwood Investment Partners.
Wealthspire Advisors (“Wealthspire”) announced, on April 22, 2026, that its company, Fiducient Advisors, (“Fiducient”) has entered into an agreement to acquire Sellwood Investment Partners (“Sellwood”). As of 2025, Fiducient is part of the broader Wealthspire entity. Under the terms of the transaction, Sellwood will continue to operate from its Portland office. Further terms of the deal were not disclosed.
Wealthspire, based in New York, is a registered investment advisor offering wealth management, institutional consulting, business management, family office, and retirement plan advisory services. Wealthspire has approximately $600 billion in assets under management or advisement. Berkshire Global Advisors served as exclusive financial advisor to Wealthspire on the transaction.
Fiducient, based in Chicago, is a fee‑only registered investment advisor providing retirement plan advisory services, institutional investment consulting, and discretionary investment management services. Fiducient has approximately $97.5 billion in assets under management.
Sellwood, based in Portland, Oregon is a registered investment advisor offering advisory and discretionary investment management services. Sellwood has approximately $11 billion in assets under management and advisement. Houlihan Lokey serve as exclusive financial advisor to Sellwood on the transaction.
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