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Tyler Scott Ward Gaspard

CPWM, LLC·SEATTLE, Washington
Clean record17 years registeredCPWM, LLC
1910 FAIRVIEW AVE E, SEATTLE, WA 98102-3620CRD# 5618492Firm CRD# 156225

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tyler Scott Ward Gaspard · SEATTLE, WA
Registration
CRD #5618492 · CPWM, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

CORIENT
Feb 2023 – present
COLUMBIA PACIFIC WEALTH MANAGEMENT
Dec 2011 – Aug 2023
SEATTLE, WA
BRIGHTON JONES LLC
Nov 2008 – Nov 2011
SEATTLE, WA
02

Registrations & Exams

Registration record
First registered · November 25, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CPWM, LLC
CRD 156225 · SEC 801-72122
AUM
$6.7B
Regulatory assets under management
Employees
44
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

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05

Frequently Asked Questions

What services does Tyler Scott Ward Gaspard offer?
Tyler Scott Ward Gaspard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Tyler Scott Ward Gaspard's credentials?
Tyler Scott Ward Gaspard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tyler Scott Ward Gaspard located?
Tyler Scott Ward Gaspard is based in SEATTLE, Washington, working with CPWM, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Tyler Scott Ward Gaspard charge for services?
Tyler Scott Ward Gaspard'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.
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Other Advisors at CPWM, LLC

Derek Ashton Crump
SEATTLE, WA
Peder Andrew Schmitz
SEATTLE, WA
Jeremy Justin Kiefer
SEATTLE, WA

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