CWC Advisors Information

Contact top employees from CWC Advisors

Summary

CWC Advisors has been the home for trustworthy wealth management in the Pacific Northwest for more than two decades.

Founded in 2000, we have proudly serviced the PNW region with our prof...Show more

Organization Website	cwcadvisors.com
Social Links
Phone Number	503-968-0950
Industries	Finance
Headquarters Location	5800 Meadows Rd, Lake Oswego, Oregon, 97035 US
Employees Size	1-10 employees
Specialties	Portfolio Management , Wealth Management, Risk Tolerance, Financial Projections, Asset Allocation, Estate Planning, Alternative Investments , ETF, Real Estate Investing, Institutional Investing, Retirement Planning, Tax Planning, Financial Planning, Separately Managed Accounts
Founded	2000

Employees Turnover 4 quarter 2025

Length of Employment

Employee tenure at CWC Advisors shows a diverse range of experience levels:

13% have been with the company for less than 1 year13% for 1–2 years13% for 3–4 years13% for 5–7 years7% for 8–10 years40% have over 11 years of service at CWC Advisors

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Contact top employees from CWC Advisors

Thane Cleland

CEO, CIO

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Ty Cleland

Vice President, Client Relations

Wealth Advisor

Portfolio Manager/Analyst

Equity Trader

Investment Analyst

Investment Associate

Portfolio Manager

Investment Analyst

Investment Analyst

AI Integration & Portfolio Management Intern

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FAQ

What does CWC Advisors do?

CWC Advisors operates in the Finance industries. More details can be found on the official website: cwcadvisors.com.

Where is CWC Advisors's headquarters?

The headquarters of CWC Advisors are located in Lake Oswego, United States.

What is CWC Advisors's phone number?

You can contact CWC Advisors by phone at 503-968-0950.

How many employees does CWC Advisors have?

CWC Advisors currently employs 1-10 people.

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