Sharon Mary Pack
Investment adviser representative at Crown Point Wealth Advisors
12 yearsExperience
1 stateRegistered in
$185.5MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Crown Point Wealth AdvisorsMay 2023 to now
- Cpwa, LLCOct 2022 to now
- Edward JonesNov 2021 to Oct 2022
- Marchesi VineyardFeb 2021 to Oct 2021
- Cathedral Ridge WineryMay 2020 to Feb 2021
- UnemployedSep 2019 to May 2020
- Alison Palmer Physical TherapyOct 2014 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
Crown Point Wealth Advisors
Legal name: Cpwa LLC
$185.5MAssets managed
675Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7467068
- Firm CRD
- 322424