Cwc Advisors, Llc
- Regulatory AUM
- $445M
- Discretionary
- $437M
- Clients
- 232
- Avg AUM / client
- $1.9M
- Accounts
- 1,189
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 231 | $200M | 44.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $39.3M | 8.81% |
| Charitable organizations | Fewer than 5 clients | $206M | 46.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $39.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Alera Bridge Fund Llc | Real Estate Fund | Oregon | $39.8M | 135 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Richard Woolworth | President/Chief Compliance Officer | Apr 2000 (26y) | ≈ 18.75% – 50% via Cleland Woolworth Capital Group Llc | |
| Thane Alan Cleland | Chief Executive Officer | Sep 2000 (26y) | ≈ 37.5% – 75% via Cleland Woolworth Capital Group Llc | |
| Cleland, Larry, Dee | Member | Dec 2000 (26y) | GP / trustee / elected manager of Cleland Woolworth Capital Group Llc (indirect) | |
| Daskalos, James, William | Member | Dec 2000 (26y) | GP / trustee / elected manager of Cleland Woolworth Capital Group Llc (indirect) | |
| Woolworth Trust, Richard, Lee | Member | Dec 2000 (26y) | GP / trustee / elected manager of Cleland Woolworth Capital Group Llc (indirect) | |
| Hamilton, Eric, Ward | Member | Dec 2011 (15y) | GP / trustee / elected manager of Cleland Woolworth Capital Group Llc (indirect) | |
| Landgraf, Diane, Catherine | Member | Feb 2015 (12y) | GP / trustee / elected manager of Cleland Woolworth Capital Group Llc (indirect) | |
| Bryan William Wiepert | Registered representative | May 2015 (11y) | ||
| Jeffrey Todd Hussey | Registered representative | CFA | Jan 2024 (3y) | |
| Erik William Ogard | Registered representative | CFA | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cleland Woolworth Capital Group Llc | Owner | Dec 2000 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gary Richard Woolworth: 25% – 50% of Cleland Woolworth Capital Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Thane Alan Cleland: 50% – 75% of Cleland Woolworth Capital Group Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $39.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Alera Bridge Fund Llc | Real Estate Fund | $39.8M | $50.0K | 135 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $394M (89% of AUM) Apr 2026
- Pershing $32.7M (20% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗