SourcingSourcing

CPWA LLC

C39
CRD 322424·SEC 801-129946·HOOD RIVER, OR
AUM
$185.5M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$557K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CPWA LLC
CRD
322424
SEC file #
801-129946
EIN
882461029
DBA names
Crown Point Wealth Advisors

Economics

AUM
$185.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$141.5M → $185.5M▲ +31%
Client mix
Individuals Other527
Individuals High Net Worth126
Corporations22

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
2 advisors → 3 advisors▲ +50%
Primary office
HOOD RIVER OR
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
linkedin.com/company/crown-point-wealth-advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Guenther, Joseph, Charles Knox
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Guenther, Joseph, Charles Knox
Williams, James, D
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002134744
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001420506-26-000965

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2657
Soi Zip Pct 200k Plus
0.0947
Soi Zip Returns 200k Plus
920
Soi Zip Total AGI
934,702
Fdic Zip Total Deposits
11,544,577,000
Fdic Zip Branch Count
209
Fdic Zip Top Banks
U.S. Bank National Association
Columbia State Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1313 BELMONT AVEHOOD RIVER, OR 97031
Business
1313 BELMONT AVEHOOD RIVER, OR 97031
Edgar EIN
882461029
Edgar Recent Filings
13F-HR2026-05-13 · 0001420506-26-000965
Fdic Zip Branches Raw
Columbia River Banking CompanyHood River, OR
Bank of America OregonHood River, OR
Fdic Zip HHI
946.33
Fdic Zip Top Bank Share Pct
20.09
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,076
Returns2,550
Stub 2
AGI80,121
Returns2,170
Stub 3
AGI88,687
Returns1,440
Soi Zip Total Business Income
37,844
Soi Zip Total Cap Gains
111,321
Soi Zip Total Dividends
31,431
Soi Zip Total Returns
9,710
Top Owner CRD
5385824
Trust Company Affiliate
No

People (3)

3
Guenther, Joseph, Charles Knox
IAR · Direct Owner · 87.5%
5385824
Williams, James, D
IAR · Direct Owner · 37.5%
5739663
Sharon Mary Pack
IAR
7467068