CWC Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$199,745,248
Clients
231
Advisors
5
across 3 offices
About
CWC Advisors LLC provides discretionary investment management and financial planning to high‑net‑worth individuals, IRA rollovers, trusts, estates, charitable organizations and certain pooled investment vehicles; the firm reports about $445 million in assets under management and roughly $838 million in assets under advisement. Its services include portfolio management using ETFs and mutual funds, selection and oversight of third‑party managers, and advice on held‑away products such as variable life insurance, annuities and employer‑sponsored plans.
The firm follows a value‑oriented, contrarian equity strategy built around screening, in‑depth fundamental analysis and investment‑committee review, applying sell targets and risk limits (including a roughly 50% appreciation target for purchases and predefined sell rules for declines). Portfolios are generally allocated across large cap, small cap, international and fixed‑income ETFs and mutual funds, with continuous monitoring and periodic rebalancing and the option to engage third‑party managers for portions of client assets.
CWC is atypical among peer team firms in its involvement with private pooled vehicles and fund management: it has an ownership interest in entities tied to The Alera Bridge Fund (which invests in 6–36 month real‑estate collateralized bridge loans), acts as a private fund adviser and serves as a sub‑adviser while retaining a marketing consultant relationship with E2P. The firm discloses proprietary interests in related fund entities, is deemed to have custody of the Alera Bridge Fund with audited financial statements provided to investors, and focuses its client base on HNW and institutional relationships rather than lower‑net‑worth retail clients.
Client services
Expertise
Fee options
CWC fixed annual management fee of 0.35% when Cascade Wealth Group recommends CWC’s investment strategy (billed quarterly in advance); also monthly fixed fees paid to marketing consultant E2P
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.10% $1,000,001+: 0.90%
Main office
See office5800 Meadows Road, Suite 230
Lake Oswego OR 97035-8899
Advisors at this office
3
Offices (3)
Most active in
Arizona · California · Florida · Oregon · Texas · Washington
Also doing business as
Cascade Wealth Group · Cleland Woolworth Capital Group, LLC · Cwc Advisors, LLC · Equity Enhancement Partners (E2 P) · Excelsior Management Group, LLC · Exceptional Portfolio · Thurman Holdings I, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Bryan W
Series 66
Lake Oswego, OR
CWC Advisors, LLC
Bryan Wiepert is a financial advisor at CWC Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has been with CWC Advisors since 2015. Prior to joining CWC, he worked at Purshe Kaplan Sterling Investments from 2015 to 2018. CWC Advisors primarily serves high net worth individuals and also works with IRA rollovers, trusts, estates, charitable organizations, and certain pooled investment vehicles. The firm employs a contrarian value investment process focused on diversified portfolios and offers discretionary investment management, financial planning, and advice on held-away assets.
Jeffrey H
CFA®
Puyallup, WA
CWC Advisors, LLC
Jeffrey Hussey is a CFA® charterholder with 16 years of industry experience. He is currently with CWC Advisors, LLC and has previously worked at Investors Portfolio Services LLC and Russell Investments Financial Services, LLC. He serves as a committee member for the Desert Aire Homeowners Association, where he reviews investments and oversees outside investment managers and banks. CWC Advisors LLC primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities.
Thane C
Series 63, Series 65
Lake Oswego, OR
CWC Advisors, LLC
Thane Cleland is a financial advisor at CWC Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CWC Advisors since 2000. Outside of advisory work, he is a member of the investment committee at Alera Management Group LLC and holds a compensated role in general business consulting for Faro Solutions LLC, an importer and wholesaler of work gloves. CWC Advisors primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities, with additional involvement in private fund advising and sub-advisory arrangements.
Erik O
CFA®, Series 63
Gig Harbor, WA
CWC Advisors, LLC
Erik Ogard is a CFA® charterholder with 17 years of industry experience, currently serving at CWC Advisors, LLC. His prior roles include positions at WealthPLAN Investment Management LLC and Russell Investments. Outside of his advisory work, he owns Ogard Capital Market Research, LLC, which focuses on ETF management, stock research, and model creation. CWC Advisors primarily serves high net worth individuals and offers discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment approach and manages diversified portfolios through ETFs, mutual funds, and selected third-party managers, also acting as a private fund adviser and sponsor.
Gary W
Series 63, Series 65
Lake Oswego, OR
CWC Advisors, LLC
Gary Woolworth is a financial advisor at CWC Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CWC Advisors since 2000. He serves on the investment committee of Alera Management Group LLC, dedicating several hours weekly to this role. CWC Advisors primarily serves high net worth individuals and provides discretionary investment management, financial planning, and advice on held-away assets. The firm employs a contrarian value investment process and manages diversified portfolios including ETFs, mutual funds, and privately placed securities, while also acting as a private fund adviser and sponsor.
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