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Firm profile

Cwc Advisors, LLC

LAKE OSWEGO, ORCRD 127739Latest ADV April 14, 2026

Cwc Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated April 14, 2026, reports $445M in regulatory assets under management, 9 employees, 2 offices, and 1,189 accounts.

Assets Under Management
$445M
Employees
9
Offices
2 offices
Total Clients
232
Primary office
LAKE OSWEGO, OR
5800 MEADOWS ROAD, SUITE 230, LAKE OSWEGO, OR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOThane A. Cleland
CCOGary R. Woolworth
CIOThane A. Cleland

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 99.6% of total clients.
Top client categories% of clientsClients
1
HNWI
99.6%
231
2
Pooled Investment Vehicles
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$445Mas of April 14, 2026
Discretionary98.0%
$437M
98% of total RAUM98.0%
Non-discretionary2.0%
$9M
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$445M
Total Accounts1,189
10Y AUM Change+$337M (+310.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee26:1
10Y Employee Change+2 (+28.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.