Cwc Advisors, LLC

Cwc Advisors, LLC (CRD# 127739) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $163,496,399 in 1,014 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
5800 Meadows Road, Suite 230, Lake Oswego, OR 97035
http://www.cwcadvisors.com
By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    1,014
    ACCOUNTS
  • Average Account Value
    $161,239
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Cwc Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Thane Cleland, financial advisor Lake Oswego OR
Thane A. Cleland
CRD#: 1788286
5800 Meadows Road, Suite 230, Lake Oswego, OR 97035

Thane Cleland (CRD# 1788286) is an Investment Advisor Representative working at Cwc Advisors, LLC in Lake Oswego, OR and has over 36 years of experience in the finance industry.

2
Bryan Wiepert, financial advisor Lake Oswego OR
Bryan W. Wiepert
CRD#: 4143203
5800 Meadows Road, Suite 230, Lake Oswego, OR 97035

Bryan Wiepert (CRD# 4143203) is an Investment Advisor Representative working at Cwc Advisors, LLC in Lake Oswego, OR and has over 23 years of experience in the finance industry.

3
Gary Woolworth, financial advisor Lake Oswego OR
Gary R. Woolworth
CRD#: 2827052
5800 Meadows Road, Suite 230, Lake Oswego, OR 97035

Gary Woolworth (CRD# 2827052) is an Investment Advisor Representative working at Cwc Advisors, LLC in Lake Oswego, OR and has over 27 years of experience in the finance industry.

4
Jeffrey Hussey, financial advisor Puyallup WA
Jeffrey T. Hussey
CRD#: 4566370
Puyallup, WA

Jeffrey Hussey (CRD# 4566370) is an Investment Advisor Representative working at Cwc Advisors, LLC in Puyallup, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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