Cpwa LLC
● SEC registered since 2024CRD 322424SEC# 801-129946Hood River, OR
Reg. AUM
$185.5M
Employees
3
Accounts
1,274
Location
Hood River, OR
Cpwa LLC assets under management
Cpwa LLC is an SEC-registered investment adviser based in Hood River, OR. The firm has been registered since 2024. It reports $185.5 million in regulatory assets under management and employs 3 people.
Cpwa LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James D Williams Control | Chief Compliance Officer | 25-50% | 2022 |
| Joseph Charles Knox Guenther Control | Managing Member | Over 75% | 2022 |
Frequently asked questions
How much does Cpwa LLC manage?
Cpwa LLC reports $185.5 million in regulatory assets under management on its Form ADV.
How many employees does Cpwa LLC have?
Cpwa LLC reports 3 employees.
Where is Cpwa LLC located?
Cpwa LLC is based in Hood River, OR and has been SEC-registered since 2024.
Does Cpwa LLC disclose fund performance?
Cpwa LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1313 Belmont Ave., Hood River, OR 97031 |
| Phone | 541-386-2792 |
| Fax | 855-810-1103 |
| Office hours | 7:00a.m.-4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$185.5M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$185.5Mregulatory AUM
Discretionary $179.6MNon-discretionary $5.9M