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CPWA LLC
CPWA LLC
CROWN POINT WEALTH ADVISORS
HOOD RIVER, Oregon
·
2 registered advisors
·
CRD# 322424
SEC# 801-129946
0
541-386-2792
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at CPWA LLC
2 registered advisors
James D Williams
HOOD RIVER, Oregon
CRD# 5739663
Joseph Charles Knox Guenther
HOOD RIVER, Oregon
CRD# 5385824
05
Office Locations
HOOD RIVER, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. CPWA LLC (CRD# 322424) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.