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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER AND CCO | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER AND CCO | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER AND CCO | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER AND CCO | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Guenther, Joseph, Charles Knox | I | MANAGING MEMBER | E | Control |
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Williams, James, D | I | CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Apr 14, 2025 REGISTERED
Notice Filings (6)
AZ CA ID OR TX WA
Address
1313 BELMONT AVE.HOOD RIVER, OR 97031
United States
Phone: 541-386-2792