Crown Point Wealth Advisors

RIASEC RegisteredEst. 2024
Total AUM
$186M
Discretionary
$180M
97% of AUM
Avg account
$146K
Accounts
1,274
Employees
3
Advisory reps
3

Firm details

Headquarters
Hood River, Oregon
CRD number
322424
Registered since
April 18, 2024
Website
www.crownpointwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI68.55%
  • Individuals28.04%
  • Corporations / Businesses3.07%
  • Charitable Organizations0.34%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Crown Point Wealth Advisors is an independent SEC-registered RIA organized as an LLC and registered in 2024. The firm serves both individual and family clients as well as institutional relationships, charging fees as a percentage of assets under management. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. In addition to RIA activities, Crown Point operates as a registered representative of a broker-dealer and as an insurance broker, and it lists an insurance company among its industry affiliations. The firm does not identify as an active ESG investor and reports single-state advisory registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 27%, Cash & Cash Equivalents 15%, US Government Bonds 3%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities27%
  • Cash & Cash Equivalents15%
  • US Government Bonds3%

Contacts

3 of 3
  • Sharon Pack

    Sharon Pack

    Operations ManagerCRD 7467068

  • James Williams

    James Williams

    Co-FounderCRD 5739663

  • Joseph Guenther

    Joseph Guenther

    President & Senior AdvisorCRD 5385824

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 53

Active vs passive

$51M in ETFs

Passive

88%

$44.7M

Active

8%

$6.3M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)SchwabPassiveLarge Growth$8.9M262,46217.40%
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Location

Primary office

Hood River, OR

Hood River

Location

Hood River, OR

Headquartered in Hood River, OR, in the West of the United States.

Region
West
County
Hood River
Address
1313 Belmont Ave
Time zone
PT (UTC-8)
Office locations

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