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

Clients

Accounts

6,489

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2023
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CRUMP, DEREK, ASHTON	I	CHIEF INVESTMENT OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	CHIEF EXECUTIVE OFFICER/MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	CHIEF EXECUTIVE OFFICER/MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	CHIEF EXECUTIVE OFFICER/MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER, MEMBER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER	NA	Control
CRUMP, DEREK, ASHTON	I	PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF OPERATING OFFICER	NA	Control
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
Calaguio, Cheryll, June	I	CHIEF COMPLIANCE OFFICER	NA
JOHNSON, ARTHUR, DOUGLAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
JOHNSON, ARTHUR, DOUGLAS	I	CHIEF COMPLIANCE OFFICER	NA	Control
JOHNSON, ARTHUR, DOUGLAS	I	COO/MANAGING MEMBER	NA	Control
JOHNSON, ARTHUR, DOUGLAS	I	COO/MANAGING MEMBER	NA	Control
KIEFER, JEREMY, JUSTIN	I	MEMBER	NA	Control
KIEFER, JEREMY, JUSTIN	I	MEMBER	NA	Control
KIEFER, JEREMY, JUSTIN	I	MEMBER	NA	Control
MCKERNEY, BRANDON, TIMOTHY	I	MEMBER/ DIRECTOR OF OPERATIONS	NA	Control
MCKERNEY, BRANDON, TIMOTHY	I	MEMBER/ DIRECTOR OF OPERATIONS	NA	Control
MCKERNEY, BRANDON, TIMOTHY	I	MEMBER/ DIRECTOR OF OPERATIONS	NA	Control
MCKERNEY, BRANDON, TIMOTHY	I	DIRECTOR OF OPERATIONS	NA
MCKERNEY, BRANDON, TIMOTHY	I	DIRECTOR OF OPERATIONS	NA
MCKERNEY, BRANDON, TIMOTHY	I	DIRECTOR OF OPERATIONS	NA
MCKERNEY, BRANDON, TIMOTHY	I	DIRECTOR OF OPERATIONS	NA
MCKERNEY, BRANDON, TIMOTHY	I	DIRECTOR OF OPERATIONS	NA
MCKERNEY, BRANDON, TIMOTHY	I	DIRECTOR OF OPERATIONS	NA
MCKERNEY, BRANDON, TIMOTHY	I	DIRECTOR OF OPERATIONS	NA
MCKERNEY, BRANDON, TIMOTHY	I	DIRECTOR OF OPERATIONS	NA
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA
PARIETTI, PAUL, WALTER	I	CHIEF COMPLIANCE OFFICER	NA
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SCHMITZ, PEDER, ANDREW	I	MANAGER/MEMBER	NA	Control
SPRAGINS, ALAN, WOOD	I	INTERIM CHIEF COMPLIANCE OFFICER	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
SPRAGINS, ALAN, WOOD	I	GENERAL COUNSEL	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	NA	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH, LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH, LLC	DE	OWNER	E	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
CPWM HOLDCO, LLC	DE	MEMBER	D	Control
BATY, BRANDON, DANIEL	I	OWNER	B
BATY, BRANDON, DANIEL	I	OWNER	B
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, BRANDON, DANIEL	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	OWNER	B
BATY, DANIEL, RAY	I	OWNER	B
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, DANIEL, RAY	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	OWNER	B
BATY, STANLEY, LOGAN	I	OWNER	B
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
BATY, STANLEY, LOGAN	I	MEMBER	B	Control
HIPPS, MATTHEW, MCGRAW	I	MEMBER	B	Control
HIPPS, MATTHEW, MCGRAW	I	MEMBER	B	Control
HIPPS, MATTHEW, MCGRAW	I	MEMBER	B	Control
HIPPS, MATTHEW, MCGRAW	I	MEMBER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGING MEMBER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGING MEMBER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGING MEMBER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGING MEMBER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGING MEMBER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGING MEMBER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGING MEMBER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGING MEMBER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGING MEMBER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGER AND CHIEF COMPLIANCE OFFICER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGER AND CHIEF COMPLIANCE OFFICER	B	Control
KIEFER, JEREMY, JUSTIN	I	MANAGER AND CHIEF COMPLIANCE OFFICER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
QUARTERMASTER, LLC	DE	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
SCHMITZ, PEDER, ANDREW	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	OWNER	B
WASHBURN, ALEXANDER, BRYANT	I	OWNER	B
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	B	Control
WASHBURN, ALEXANDER, BRYANT	I	MANAGER/MEMBER	B	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control
GASPARD, TYLER, SCOTT WARD	I	MEMBER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
SCHMITZ, PEDER, ANDREW	I	CPWM HOLDCO, LLC	F	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	F	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	F	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
BATY, STANLEY, LOGAN	I	QUARTERMASTER, LLC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CIPW HOLDINGS, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CIPW HOLDINGS, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CIPW HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CIPW HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CIPW HOLDINGS, LLC	DE	CI PRIVATE WEALTH, LLC	E	Control
CIPW HOLDINGS, LLC	DE	CI PRIVATE WEALTH, LLC	E	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	C	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	C	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	C	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	C	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	C	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	C	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	C	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	C	Control
WASHBURN, ALEXANDER, BRYANT	I	CPWM HOLDCO, LLC	C	Control

Registrations

Federal

Mar 31, 2023 REGISTERED

Notice Filings (17)

AK AZ CA CO CT FL GA HI ID NC NJ NV NY OR TN TX WA

Address

1910 FAIRVIEW AVE E
SUITE 200
SEATTLE, WA 98102-3620
United States

Phone: 206-728-9063