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CWC ADVISORS, LLC
CRD 127739 · SEC 801-62369
5800 MEADOWS ROAD, SUITE 230, LAKE OSWEGO, OR, 97035-8899, United States
Phone
503-968-0950
Fax
503-968-0898
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$445.3M
Discretionary AUM
$436.5M
Team
9 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 231 | $199.7M |
| Pooled investment vehicles | 1 | $39.3M |
States served
AZ, CA, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD