CROWN POINT WEALTH ADVISORS
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
FINTRXOverview
Crown Point Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and serves a mix of individual and family clients as well as institutional relationships. Its client-facing services center on financial planning and portfolio management for individuals and small businesses, with compensation primarily via a percentage-of-assets-under-management fee model. Crown Point also maintains broker-dealer and insurance-broker activities and lists an affiliation with an insurance company. The firm does not present itself as a capital allocator, is not a pension consultant, and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities27%
- Cash & Cash Equivalents15%
- US Government Bonds3%
Contacts
3 of 3Sharon Pack
Operations ManagerCRD 7467068
James Williams
Co-FounderCRD 5739663
Joseph Guenther
President & Senior AdvisorCRD 5385824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$57M in ETFs
90%
$51.1M
7%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $8.9M | 261,433 | 15.67% |
Location
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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