Crown Point Wealth Advisors
Crown Point Wealth Advisors is an SEC-registered mass-market adviser in Hood River, OR with $185.5M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Crown Point Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322424, SEC 801-129946, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $185.5M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Hood River, OR
- Employees
- 3
- Clients
- 675
- CRD
- 322424
- Ownership
- Guenther, Joseph, Charles Knox; Williams, James, D
How much AUM does Crown Point Wealth Advisors have?
Crown Point Wealth Advisors reported $185.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Crown Point Wealth Advisors?
Disclosed owners and executives of Crown Point Wealth Advisors include Guenther, Joseph, Charles Knox, Williams, James, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.