# Crown Point Wealth Advisors

> 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.

- CRD: 322424
- Filed as: CROWN POINT WEALTH ADVISORS
- Legal name: Cpwa LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hood River, OR
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322424
- AdvisorCensus page: https://advisorcensus.com/firm/crown-point-wealth-advisors-hood-river-or-322424

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Account minimum: None

> Minimum Account Size: Crown Point Wealth Advisors does not have an account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $185,534,007
- Discretionary: $179,636,791
- Non-discretionary: $5,897,216

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 527 | $52,014,579 |
| High net worth individuals | 126 | $127,185,065 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $633,241 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $4,363 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 22 | $5,696,759 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, LA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crownpointwealth.com
- Facebook facebook.com
- Instagram @crownpointwealthadvisors
- LinkedIn @crown-point-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $111,024,591 | 3 | March 20, 2024 |
| October 2025 | $141,463,083 | 3 | April 14, 2025 |
| October 2026 | $185,534,007 | 3 | March 13, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crown Point Wealth Advisors (CRD 322424): Form ADV filing data as of October 2026.