CPWM LLC

CPWM, LLC is a Washington-based Limited Liability Company consisting of 37 employees, 24 of which are in advisory roles. Although the number of clients is undetermined, the firm's SEC status is currently listed as approved with a registration date of January 20, 2011.

• ALAN WOOD SPRAGINS

  GENERAL COUNSEL owns less than 5%

• ALEXANDER BRYANT WASHBURN

  MANAGER/MEMBER owns less than 5%

• CHERYLL JUNE CALAGUIO

  CHIEF COMPLIANCE OFFICER owns less than 5%

• CPWM HOLDCO, LLC

  MEMBER owns more than 50% but less than 75%

• DANIEL RAY BATY

  MEMBER owns more than 10% but less than 25%

• DEREK ASHTON CRUMP

  PRESIDENT, CHIEF OPERATING OFFICER, MEMBER owns less than 5%

• PEDER ANDREW SCHMITZ

  MANAGER/MEMBER owns less than 5%

• QUARTERMASTER, LLC

  MEMBER owns more than 10% but less than 25%

• STANLEY LOGAN BATY

  MANAGING MEMBER owns 75% or more

• CHARLES SCHWAB & CO., INC.
  United States
• FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
  United States

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• CPWM, LLC Q2 and Q3 2022 13F Holdings: A Closer Look at Changes in Fund Management

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