Wealthspire Acquires Portland-Based Advisory Firm with $11 Billion in Assets
Wealthspire has acquired Sellwood Investment Partners, a Portland-based advisory firm with $11 billion in assets, to strengthen its presence in the Pacific Northwest. The acquisition is part of Wealthspire's broader strategy to expand its institutional and private client services. The deal is subject to customary closing conditions and involves financial advisors Houlihan Lokey and Berkshire Global Advisors.
Topics: acquisition financial services M&A Sellwood Investment Partners Wealthspire