Overview
Assets Under Management: $141 million
Headquarters: HOOD RIVER, OR
High-Net-Worth Clients: 96
Average Client Assets: $1 million
Frequently Asked Questions
CPWA LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322424), CPWA LLC is subject to fiduciary duty under federal law.
CPWA LLC is headquartered in HOOD RIVER, OR.
CPWA LLC serves 96 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, CPWA LLC offers financial planning and portfolio management for individuals. View all service details ↓
CPWA LLC manages $141 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, CPWA LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.29
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,049
Discretionary Accounts: 1,035
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 322424
Last Filing Date: 2025-03-03 00:00:00
Website: https://crownpointwealth.com