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Chief Executive Officer, Chief Investment Officer · CWC Advisors, LLC

Thane A. Cleland

CRD 1788286 · Named on Form ADV at one SEC-registered adviser

At a glance

CWC Advisors, LLC, an SEC-registered asset manager based in Lake Oswego, OR with $445 million in regulatory assets, lists Thane A. Cleland on its Form ADV as Chief Executive Officer, Chief Investment Officer, a control person.

Firms and roles

  • CWC Advisors, LLCChief Executive Officer, Chief Investment OfficerAsset manager · Lake Oswego, OR · $445M in regulatory assets

AtlasMembers

Thane’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.