CROWN POINT WEALTH ADVISORS

Legal name: CPWA LLC

CRD 322424File 801-129946

APPROVED

Retail clients

Filing as of Mar 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$185.5M

Bottom 25% of cohort (national)

Discretionary AUM

$179.6M

Non-discretionary $5.9M

Clients

675

1,274 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Apr 18, 2024
Principal office: 1313 BELMONT AVE., HOOD RIVER, OR, 97031
Phone: 541-386-2792
Website: https://www.linkedin.com/company/crown-point-wealth-advisors/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $185.5M
Discretionary AUM: $179.6M
Non-discretionary AUM: $5.9M
Discretionary accounts: 1,257
Non-discretionary accounts: 17
Total accounts: 1,274
AUM per client: $275K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	22	$5.7M
Insurance companies	Fewer than 5	$4K
Charitable organizations	Fewer than 5	$633K
High net worth individuals	126	$127.2M
Individuals (other than high net worth individuals)	527	$52.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.