Unclaimed Profile

Derek Ashton Crump

CPWM, LLC·SEATTLE, Washington

Series 65Clean record25 years registeredCPWM, LLC

1910 FAIRVIEW AVE E, SEATTLE, WA 98102-3620CRD# 4531442Firm CRD# 156225

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derek Ashton Crump · SEATTLE, WA

Registration

CRD #4531442 · CPWM, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CORIENT

Feb 2023 – present

COLUMBIA PACIFIC WEALTH MANAGEMENT

May 2015 – Aug 2023

SEATTLE, WA

KIBBLE & PRENTICE HOLDING COMPANY

Oct 2005 – May 2015

SEATTLE, WA

KIBBLE & PRENTICE, INC.

Feb 2001 – Dec 2003

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 5, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CPWM, LLC

CRD 156225 · SEC 801-72122

AUM

$6.7B

Regulatory assets under management

Employees

6,489 client accounts

Services offered by CPWM, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CPWM, LLC →

Introduction

Speak with Derek

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Derek is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Derek Ashton Crump offer?

Derek Ashton Crump specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.

What are Derek Ashton Crump's credentials?

Derek Ashton Crump is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek Ashton Crump located?

Derek Ashton Crump is based in SEATTLE, Washington, working with CPWM, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Derek Ashton Crump charge for services?

Derek Ashton Crump's firm is compensated through percentage of aum, subscription fees, other: administration fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CPWM, LLC?

CPWM, LLC has approximately 44 employees and manages $6.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →