Cwc Advisors, LLC
Cwc Advisors, LLC is an SEC-registered wealth manager in Lake Oswego, OR with $445.3M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Cwc Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127739, SEC 801-62369, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $445.3M (2026-04-14)
- Firm type
- Wealth Manager
- Location
- Lake Oswego, OR
- Employees
- 9
- Clients
- 232
- CRD
- 127739
- Ownership
- WOOLWORTH, GARY, RICHARD; DASKALOS, JAMES, WILLIAM; HUFFMAN, JEFFREY, DAVID; WOOLWORTH TRUST, RICHARD, LEE; CLELAND, LARRY, D
How much AUM does Cwc Advisors, LLC have?
Cwc Advisors, LLC reported $445.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Cwc Advisors, LLC?
Disclosed owners and executives of Cwc Advisors, LLC include WOOLWORTH, GARY, RICHARD, DASKALOS, JAMES, WILLIAM, HUFFMAN, JEFFREY, DAVID, WOOLWORTH TRUST, RICHARD, LEE, CLELAND, LARRY, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.