CPWM, LLC
Legal name: COLUMBIA PACIFIC WEALTH MANAGEMENT
CRD #156225 SEC #801-72122 SEATTLE, WA 206-728-9063
SEC Registered Private Funds
Total AUM
$6.7B
Discretionary
$5.3B
Employees
44
Clients
--
Accounts
6,489
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $6.7B | $5.3B | $1.3B | 44 | 0 |
| Mar 2023 | $6.1B | $3.8B | $2.3B | 39 | 0 |
| Feb 2023 | $6.1B | $3.8B | $2.3B | 39 | 0 |
| Jan 2023 | $6.1B | $3.8B | $2.3B | 39 | 0 |
| Nov 2022 | $6.1B | $3.8B | $2.3B | 39 | 0 |
| Sep 2022 | $6.1B | $3.8B | $2.3B | 39 | 0 |
| Mar 2022 | $6.1B | $3.8B | $2.3B | 39 | 0 |
| Mar 2022 | $5.1B | $3B | $2.1B | 40 | 0 |
| Jan 2022 | $5.1B | $3B | $2.1B | 40 | 0 |
| Nov 2021 | $5.1B | $3B | $2.1B | 36 | 0 |
| Mar 2021 | $5.1B | $3B | $2.1B | 36 | 0 |
| Feb 2021 | $4.5B | $2.4B | $2.1B | 36 | 0 |
| Jan 2021 | $4.5B | $2.4B | $2.1B | 36 | 0 |
| Jan 2021 | $4.5B | $2.4B | $2.1B | 36 | 0 |
| Jun 2020 | $4.5B | $2.4B | $2.1B | 36 | 0 |
| Mar 2020 | $4.5B | $2.4B | $2.1B | 36 | 0 |
| Dec 2019 | $3.7B | $2.4B | $1.3B | 37 | 0 |
| Aug 2019 | $3.7B | $2.4B | $1.3B | 37 | 0 |
| Mar 2019 | $3.7B | $2.4B | $1.3B | 37 | 0 |
| Jul 2018 | $3.5B | $2.2B | $1.3B | 32 | 0 |
| May 2018 | $3.5B | $2.2B | $1.3B | 32 | 0 |
| Mar 2018 | $3.5B | $2.2B | $1.3B | 30 | 0 |
| Aug 2017 | $3B | $1.9B | $1.1B | 28 | 700 |
| Mar 2017 | $2.6B | $1.4B | $1.1B | 24 | 700 |
| Mar 2017 | $2.6B | $1.4B | $1.1B | 24 | 700 |
| Mar 2016 | $2B | $915M | $1.1B | 20 | 500 |
| Dec 2015 | $1.9B | $727.1M | $1.1B | 20 | 500 |
| Jul 2015 | $1.6B | $550.9M | $1B | 20 | 100 |
| Apr 2015 | $546.6M | $539.6M | $7M | 8 | 100 |
| Apr 2014 | $336.4M | $336.4M | $0 | 5 | 100 |
| Apr 2013 | $260.9M | $248.7M | $12.1M | 5 | 100 |
| May 2012 | $392.3M | $163.7M | $228.6M | 1 | 26 |
| Mar 2012 | $445.7M | $177.3M | $268.4M | 1 | 26 |
| May 2011 | $134.6M | $134.6M | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2023
Total AUM$6.7B
Discretionary$5.3B
Non-Disc.$1.3B
Employees44
Clients0
DateMar 2023
Total AUM$6.1B
Discretionary$3.8B
Non-Disc.$2.3B
Employees39
Clients0
DateFeb 2023
Total AUM$6.1B
Discretionary$3.8B
Non-Disc.$2.3B
Employees39
Clients0
DateJan 2023
Total AUM$6.1B
Discretionary$3.8B
Non-Disc.$2.3B
Employees39
Clients0
DateNov 2022
Total AUM$6.1B
Discretionary$3.8B
Non-Disc.$2.3B
Employees39
Clients0
DateSep 2022
Total AUM$6.1B
Discretionary$3.8B
Non-Disc.$2.3B
Employees39
Clients0
DateMar 2022
Total AUM$6.1B
Discretionary$3.8B
Non-Disc.$2.3B
Employees39
Clients0
DateMar 2022
Total AUM$5.1B
Discretionary$3B
Non-Disc.$2.1B
Employees40
Clients0
DateJan 2022
Total AUM$5.1B
Discretionary$3B
Non-Disc.$2.1B
Employees40
Clients0
DateNov 2021
Total AUM$5.1B
Discretionary$3B
Non-Disc.$2.1B
Employees36
Clients0
DateMar 2021
Total AUM$5.1B
Discretionary$3B
Non-Disc.$2.1B
Employees36
Clients0
DateFeb 2021
Total AUM$4.5B
Discretionary$2.4B
Non-Disc.$2.1B
Employees36
Clients0
DateJan 2021
Total AUM$4.5B
Discretionary$2.4B
Non-Disc.$2.1B
Employees36
Clients0
DateJan 2021
Total AUM$4.5B
Discretionary$2.4B
Non-Disc.$2.1B
Employees36
Clients0
DateJun 2020
Total AUM$4.5B
Discretionary$2.4B
Non-Disc.$2.1B
Employees36
Clients0
DateMar 2020
Total AUM$4.5B
Discretionary$2.4B
Non-Disc.$2.1B
Employees36
Clients0
DateDec 2019
Total AUM$3.7B
Discretionary$2.4B
Non-Disc.$1.3B
Employees37
Clients0
DateAug 2019
Total AUM$3.7B
Discretionary$2.4B
Non-Disc.$1.3B
Employees37
Clients0
DateMar 2019
Total AUM$3.7B
Discretionary$2.4B
Non-Disc.$1.3B
Employees37
Clients0
DateJul 2018
Total AUM$3.5B
Discretionary$2.2B
Non-Disc.$1.3B
Employees32
Clients0
DateMay 2018
Total AUM$3.5B
Discretionary$2.2B
Non-Disc.$1.3B
Employees32
Clients0
DateMar 2018
Total AUM$3.5B
Discretionary$2.2B
Non-Disc.$1.3B
Employees30
Clients0
DateAug 2017
Total AUM$3B
Discretionary$1.9B
Non-Disc.$1.1B
Employees28
Clients700
DateMar 2017
Total AUM$2.6B
Discretionary$1.4B
Non-Disc.$1.1B
Employees24
Clients700
DateMar 2017
Total AUM$2.6B
Discretionary$1.4B
Non-Disc.$1.1B
Employees24
Clients700
DateMar 2016
Total AUM$2B
Discretionary$915M
Non-Disc.$1.1B
Employees20
Clients500
DateDec 2015
Total AUM$1.9B
Discretionary$727.1M
Non-Disc.$1.1B
Employees20
Clients500
DateJul 2015
Total AUM$1.6B
Discretionary$550.9M
Non-Disc.$1B
Employees20
Clients100
DateApr 2015
Total AUM$546.6M
Discretionary$539.6M
Non-Disc.$7M
Employees8
Clients100
DateApr 2014
Total AUM$336.4M
Discretionary$336.4M
Non-Disc.$0
Employees5
Clients100
DateApr 2013
Total AUM$260.9M
Discretionary$248.7M
Non-Disc.$12.1M
Employees5
Clients100
DateMay 2012
Total AUM$392.3M
Discretionary$163.7M
Non-Disc.$228.6M
Employees1
Clients26
DateMar 2012
Total AUM$445.7M
Discretionary$177.3M
Non-Disc.$268.4M
Employees1
Clients26
DateMay 2011
Total AUM$134.6M
Discretionary$134.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--