CPWM, LLC

COLUMBIA PACIFIC WEALTH MANAGEMENT

SEATTLE, Washington·4 registered advisors·CRD# 156225

SEC# 801-721222206-728-9063

01

Firm Overview

AUM

$6.7B

Regulatory assets under management

Employees

44

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

Other: ADMINISTRATION FEE

03

Specialties

Financial Planning Investment Management Retirement Planning Wealth Management

04

Advisors at CPWM, LLC

4 registered advisors

Derek Ashton Crump

SEATTLE, Washington

Jeremy Justin Kiefer

SEATTLE, Washington

Peder Andrew Schmitz

SEATTLE, Washington

Tyler Scott Ward Gaspard

SEATTLE, Washington

05

Office Locations

SEATTLE, Washington

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Data sourced from SEC Form ADV filings. CPWM, LLC (CRD# 156225) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.