CPWA LLC
Legal name: CROWN POINT WEALTH ADVISORS
CRD #322424 SEC #801-129946 HOOD RIVER, OR 541-386-2792
SEC Registered
Total AUM
$141.5M
Discretionary
$136.5M
Employees
3
Clients
26
Accounts
1,049
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $141.5M | $136.5M | $5M | 3 | 0 |
| Mar 2025 | $141.5M | $136.5M | $5M | 3 | 0 |
| Dec 2024 | $111M | $107.1M | $4M | 3 | 0 |
| Nov 2024 | $111M | $107.1M | $4M | 3 | 0 |
| Mar 2024 | $111M | $107.1M | $4M | 3 | 0 |
| Dec 2022 | $0 | $0 | $0 | 2 | 0 |
| Nov 2022 | $0 | $0 | $0 | 2 | 0 |
| Oct 2022 | $0 | $0 | $0 | 2 | 0 |
| Oct 2022 | $0 | $0 | $0 | 2 | 0 |
| Oct 2022 | $0 | $0 | $0 | 2 | 0 |
| Sep 2022 | $0 | $0 | $0 | 2 | 0 |
| Aug 2022 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$141.5M
Discretionary$136.5M
Non-Disc.$5M
Employees3
Clients0
DateMar 2025
Total AUM$141.5M
Discretionary$136.5M
Non-Disc.$5M
Employees3
Clients0
DateDec 2024
Total AUM$111M
Discretionary$107.1M
Non-Disc.$4M
Employees3
Clients0
DateNov 2024
Total AUM$111M
Discretionary$107.1M
Non-Disc.$4M
Employees3
Clients0
DateMar 2024
Total AUM$111M
Discretionary$107.1M
Non-Disc.$4M
Employees3
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0