CPWM, LLC

Advisory

N·SEATTLE, WA

Data as of Mar 31, 2023 · Source: SEC Form ADV

Total AUM

$6.7B

1-Year AUM Growth

+10.4%

3-Year CAGR

+14.4%

Employees

30

Assets Under Management

Total AUM$6.7B

Discretionary AUM$5.3B

Non-Discretionary AUM$1.3B

Discretionary %79.9%

Total Clients—

Team

Total Employees30

Investment Advisers44

Employee Growth (1Y)—

Filing History

Total Filings on Record41

First FilingJan 7, 2011

Latest FilingMar 31, 2023

🔒 Full AUM trend chart and 41 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CPWM, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.