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| CPWA LLC
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| CRD # | 322424 |
| SEC # | 801-129946 |
| CIK # | 0002134744 |
| AUM | 185.5 M (2026-03-13) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 541-386-2792 |
| Address | 1313 Belmont Ave Hood River, OR 97031 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002134744 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.4 | ||
| Costco Wholesale Corp /NEW | 3.0 | ||
| Amazon Com Inc | 2.9 | ||
| Microsoft Corp | 2.5 | ||
| Alphabet Inc | 2.3 | ||
| Nvidia Corp | 2.1 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Caterpillar Inc | 1.3 | ||
| Applied Materials Inc /DE | 1.0 | ||
| Procter & Gamble Co | 0.9 | ||
| Chevron Corp | 0.9 | ||
| Visa Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 527 | 52.0 |
| (b) Individuals (high net worth individuals) | 126 | 127.2 |
| (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 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,274 | 185.5 |
| By Discretionary | ||
| Discretionary | 1,257 | 179.6 |
| Non-Discretionary | 17 | 5.9 |
| Total | 1,274 | 185.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.5 | |
| Total | 1,274 | 185.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002134744] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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