AdvisorCensus / Financial advisors / Oregon / Crown Point Wealth Advisors
Crown Point Wealth Advisors
Filed as CROWN POINT WEALTH ADVISORS · Legal name Cpwa LLC
Crown Point Wealth Advisors is an SEC-registered investment advisory firm in Hood River, OR, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.
Quick answers
From the filingHow is Crown Point Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Crown Point Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.
Where is Crown Point Wealth Advisors located?
Crown Point Wealth Advisors' principal office is in Hood River, OR, according to its Form ADV.
Is Crown Point Wealth Advisors registered with the SEC or a state?
Crown Point Wealth Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 322424.
How much does Crown Point Wealth Advisors manage?
Crown Point Wealth Advisors reports $185,534,007 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (97% discretionary).
How have Crown Point Wealth Advisors' assets and staff changed since 2024?
In the Form ADV data for Crown Point Wealth Advisors: Regulatory assets under management: $111,024,591 in the October 2024 data and $185,534,007 in the October 2026 data, up 67%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Crown Point Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (527); high net worth individuals (126); corporations or other businesses not listed above (22).
Which custodians does Crown Point Wealth Advisors use?
Crown Point Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Crown Point Wealth Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322424
Does Crown Point Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 13, 2026 says: "Minimum Account Size: Crown Point Wealth Advisors does not have an account minimum."
What changed in Crown Point Wealth Advisors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $141,463,083 to $185,534,007 (+31%). Registered or notice-filed in LA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Minimum Account Size: Crown Point Wealth Advisors does not have an account minimum.
As stated in the firm's Form ADV Part 2A brochure dated March 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$185,534,007 as of October 2026, filing dated March 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Cpwa LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $185,534,007 | 3 | March 13, 2026 |
| October 2025 | $141,463,083 | 3 | April 14, 2025 |
| October 2024 | $111,024,591 | 3 | March 20, 2024 |
Regulatory assets under management: $111,024,591 in the October 2024 data and $185,534,007 in the October 2026 data, up 67%.
Total employees: 3 in October 2024 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $141,463,083 to $185,534,007 (+31%).
- Registered or notice-filed in LA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Crown Point Wealth Advisors (CRD 322424): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/crown-point-wealth-advisors-hood-river-or-322424