Acquisition · Adviser / wealth-management
Sellwood Investment Partners
Transaction overview
Status: Announced
Exact closing date not established.
Fiducient Advisors entered into an agreement to acquire Sellwood Investment Partners, a Portland, Oregon investment advisory firm. Wealthspire announced the agreement on April 22, 2026 and said the acquisition was subject to customary closing conditions. The announcement did not report completion.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Wealthspire’s Fiducient Advisors to Acquire Sellwood Investment Partners ↗
Wealthspire · Published Apr 22, 2026
Identifies Fiducient Advisors as the contracting buyer, Sellwood as the target and April 22, 2026 as the announcement date; explicitly preserves customary closing conditions.