Lake Oswego, OR Meadows Road Office
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CWM, LLC
Enterprise
Firm-wide stats for CWM, LLC
About
CWM, LLC is an SEC‑registered investment adviser that serves a broad mix of individuals, high‑net‑worth families, foundations, endowments, corporations and institutional clients through a network of partner offices and more than 600 advisors. The firm offers portfolio management, financial planning, variable sub‑account management, sub‑advisory services, and a suite of retirement‑plan services including a Carson Retirement Program with delegated 3(38) and consulting options.
CWM typically manages accounts on a discretionary basis using model portfolios governed by an in‑house Investment Committee and combines fundamental and technical analysis, third‑party sub‑advisors and trade‑signal providers, and customization tools such as Orion Custom Indexing and access to alternative investments via iCapital. The brochure emphasizes ongoing fiduciary processes for retirement plans (e.g., FI360 toolkit and IPS‑driven monitoring), centralized custody and platform relationships (Fidelity, Schwab, Vestwell), and regular client reviews and reporting.
Several features in the brochure distinguish CWM from many enterprise peers: it discloses multiple sponsor and revenue‑sharing arrangements (for example, a Flourish revenue‑sharing program and parent‑company investments in Vanilla), a paid Premier Partner investment universe, and a lead‑generation/matching platform and trust administration offering — all accompanied by explicit conflict‑of‑interest disclosures. The firm’s materials also note that it advertises predecessor performance (a relatively uncommon practice for large advisers) and place heavier operational emphasis on retirement plan, institutional and platform services than on charity‑focused practice areas.
Based on CWM, LLC
Expertise
Based on CWM, LLC
Location
4949 Meadows Road, Suite 600
Lake Oswego OR 97035
Advisors at this office
3
Advisors at this office
Lance C
Series 63, Series 65, Series 66
Lake Oswego, OR
CWM, LLC
Lance Cannon is a financial advisor with CWM, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, Bank of the West, Allstate Insurance Company, and Merrill. Outside of advisory work, he is involved as a financial officer and business owner of Death Valley Motor Sports. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory services, typically managing accounts on a discretionary basis using model portfolios governed by an in-house Investment Committee.
Eric W
Series 66
Lake Oswego, OR
CWM, LLC
Eric Wishan is a financial advisor with CWM, LLC based in Lake Oswego, OR, holding a Series 66 license and with 21 years of industry experience. He has worked at LPL Financial, LLC from 2005 to 2018 and has been with CWM, LLC and its affiliated entities since 2018. Outside of his advisory work, Wishan serves as Regional Director of the Northwest Region of the Ferrari Club of North America and is President of a homeowners association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm’s investment approach includes discretionary management using model portfolios overseen by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.
Marcus G
CFP®, Series 66
Lake Oswego, OR
CWM, LLC
Marcus Groeneveld is a Certified Financial Planner® (CFP®) with 16 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has worked since 2023. Prior to joining CWM, he held roles at Fisher Investments and Ameriprise Financial Services, Inc. Marcus serves as treasurer for a nonprofit soccer club, FC77, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, families, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts on a discretionary basis with model portfolios and a combination of fundamental and technical analysis.
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