CWC Advisors delivers wealth management and financial planning grounded in institutional investment discipline and informed by more than 25 years of experience managing capital across market cycles. As a fiduciary, fee-only firm, we apply the same rigorous, research-driven approach for individuals, families, and institutions - helping clients reduce complexity, make confident decisions, and remain accountable to their long term objectives.
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CWC Advisors Questions
The CWC Advisors annual revenue was $3 million in 2026.
Thane Cleland is the CEO, CIO of CWC Advisors.
7 people are employed at CWC Advisors.
CWC Advisors is based in Lake Oswego, Oregon.
The NAICS codes for CWC Advisors are [52393, 523, 52, 5239].
The SIC codes for CWC Advisors are [62, 628].
Top CWC Advisors Employees
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Thane Cleland
CEO, CIO at CWC Advisors
Lake Oswego, OR, US23 -
Ty Cleland
VP, Client Relations at CWC Advisors
Portland, OR, US21 -
Jeff Hussey
Wealth Advisor at CWC Advisors
Seattle, WA, US25 -
Cherrie Prinz
Portfolio Manager and Analyst at CWC Advisors
Portland, OR, US22 -
Diane Landgraf
Equity Trader at CWC Advisors
Lake Oswego, OR, US24 -
Ishan Abraham
Investment Technology Lead at CWC Advisors
California, United States2
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