← Tributary

CROWN POINT WEALTH ADVISORS

HOOD RIVER, OR · CRD 322424 · IAPD ↗ · 541-386-2792

$185.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — CROWN POINT WEALTH ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — CROWN POINT WEALTH ADVISORS reported RAUM up 31% ($141.5M -> $185.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
April 2025 — CROWN POINT WEALTH ADVISORS notice-filed in AZ, CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
March 2025 — CROWN POINT WEALTH ADVISORS notice-filed in ID, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — CROWN POINT WEALTH ADVISORS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
March 2025 — CROWN POINT WEALTH ADVISORS reported RAUM up 27% ($111.0M -> $141.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — CROWN POINT WEALTH ADVISORS (HOOD RIVER, OR) is newly SEC-registered with $111.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.