Cwc Advisors, LLC

Cwc Advisors, LLC (CRD# 127739) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $109,126,577 in 507 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    507
    ACCOUNTS
  • Average Account Value
    $215,240
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 A. Cleland
CRD#: 1788286
5800 Meadows Road, Suite 230, Lake Oswego, OR 97035
98
Wealthminder
score

Thane Cleland (CRD# 1788286) is an Investment Advisor Representative working at Cwc Advisors, LLC in Lake Oswego, OR and has over 29 years of experience in the finance industry.

2
Christian J. Graham
CRD#: 4271488
5800 Meadows Road, Suite 230, Lake Oswego, OR 97035
93
Wealthminder
score

Christian Graham (CRD# 4271488) is an Investment Advisor Representative working at Cwc Advisors, LLC in Lake Oswego, OR and has over 16 years of experience in the finance industry.

3
Bryan W. Wiepert
CRD#: 4143203
5800 Meadows Road, Suite 230, Lake Oswego, OR 97035
93
Wealthminder
score

Bryan Wiepert (CRD# 4143203) is an Investment Advisor Representative working at Cwc Advisors, LLC in Lake Oswego, OR and has over 17 years of experience in the finance industry.

4
Gary R. Woolworth
CRD#: 2827052
5800 Meadows Road, Suite 230, Lake Oswego, OR 97035
93
Wealthminder
score

Gary Woolworth (CRD# 2827052) is an Investment Advisor Representative working at Cwc Advisors, LLC in Lake Oswego, OR and has over 20 years of experience in the finance industry.

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