The CWC ADVISORS, LLC is a privately held investment adviser that advises $445.35mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CWC ADVISORS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 259.94% over the last 5-years.
The Group has been registered with the SEC for 22.84 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5800 MEADOWS ROAD SUITE 230, LAKE OSWEGO, OREGON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 8 investment and 1 non-investment staff. The total number of Employees increased by 28.57% over the last 5-years.
Their $445.35mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $199.75mn or 44.85% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $39.25mn or 8.81% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $39.25mn in assets.
The Group discloses fixed fees and management fees.
CWC ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.