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CPWA LLC

UUID8584919e-0b67-50f3-9d03-45739c30054f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 322424 322424 1.0
sec_file_number 801-129946 801-129946

Profile

Websitehttps://www.linkedin.com/company/crown-point-wealth-advisors/
HQ CityHOOD RIVER
HQ StateOR
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • CROWN POINT WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)141,463,083.0
  • RAUM (discretionary)136,485,816.0
  • Actionable assets106,971,302.0
  • Accounts1,049.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM574,694.0
  • HNW AUM100,852,965.0

As of 2025-04-14 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.