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CWC ADVISORS, LLC

LAKE OSWEGO, OR · CRD 127739 · IAPD ↗ · cwcgroup.com · 503-968-0950

$445.3MRegulatory AUM
8Advisory reps
9Employees
0Clients
51-100Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
May 2026 — CWC ADVISORS, LLC changed its website from cwcadvisors.com to cwcgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
49
April 2026 — CWC ADVISORS, LLC notice-filed in AZ, FL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — CWC ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2025 — CWC ADVISORS, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2025 — CWC ADVISORS, LLC reported RAUM up 158% ($163.5M -> $421.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — CWC ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.