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CROWN POINT WEALTH ADVISORS
CPWA LLC
CRD 322424 · SEC 801-129946
1313 BELMONT AVE., HOOD RIVER, OR, 97031, United States
Phone
541-386-2792
Fax
855-810-1103
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$185.5M
Discretionary AUM
$179.6M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 527 | $52.0M |
| High net worth individuals | 126 | $127.2M |
| Corporations/business entities | 22 | $5.7M |
States served
AZ, CA, ID, LA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD