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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CPWA LLC
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|---|---|
| CRD # | 322424 |
| SEC # | 801-129946 |
| CIK # | |
| AUM | $141.5 M (2025-04-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 541-386-2792 |
| Address | 1313 Belmont Ave Hood River, OR 97031 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 34.5 |
| (b) Individuals (high net worth individuals) | 96 | 100.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 22 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,049 | 141.5 |
| By Discretionary | ||
| Discretionary | 1,035 | 136.5 |
| Non-Discretionary | 14 | 5.0 |
| Total | 1,049 | 141.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.5 | |
| Total | 1,049 | 141.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FLFS Advisory LLC
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|
NY | 0.1 |
|
Truman Wealth Advisors LLC
✚
|
MO | 0.1 |
|
TIDE Cove Capital Partners LLC
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|
0.1 | |
|
Cavalcade Capital LLC
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|
NY | 0.1 |
|
Cook Financial Designs Inc
✚
|
VA | 0.1 |
|
Bellingham Capital Management Inc
✚
|
WA | 0.1 |
|
Carmichael Capital Inc
✚
|
TN | 0.1 |
|
Roxbury Financial LLC
✚
|
NJ | 0.1 |
|
Collier Financial Inc
✚
|
CO | 0.1 |
|
OCTO Capital LLC
✚
|
MI | 0.1 |