CPWA LLC
Doing business as CROWN POINT WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$185,534,007
Discretionary
$179,636,791
Non-discretionary
$5,897,216
Firm details
- CRD number
- 322424
- SEC file number
- 801-129946
- Main office
- HOOD RIVER, OR, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.