{"url":"https://nivawealth.com/firms/cwc-advisors-127739","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/127739","regulatoryAum":445346348,"crd":"127739","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1788286","suffix":null,"lastName":"CLELAND","firstName":"THANE","middleName":"ALAN"},{"crd":"4566370","suffix":"MR.","lastName":"HUSSEY","firstName":"JEFFREY","middleName":"TODD"},{"crd":"2316458","suffix":null,"lastName":"OGARD","firstName":"ERIK","middleName":"WILLIAM"},{"crd":"4143203","suffix":null,"lastName":"WIEPERT","firstName":"BRYAN","middleName":"WILLIAM"},{"crd":"2827052","suffix":null,"lastName":"WOOLWORTH","firstName":"GARY","middleName":"RICHARD"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-17","regulatoryAum":122508216,"clients":161,"employees":7,"offices":1},{"filedOn":"2022-03-29","regulatoryAum":152500000,"clients":160,"employees":5,"offices":1},{"filedOn":"2023-03-22","regulatoryAum":147854214,"clients":177,"employees":7,"offices":1},{"filedOn":"2024-03-13","regulatoryAum":163496399,"clients":175,"employees":9,"offices":2},{"filedOn":"2025-03-26","regulatoryAum":421489352,"clients":219,"employees":9,"offices":3},{"filedOn":"2026-04-14","regulatoryAum":445346348,"clients":232,"employees":9,"offices":3}],"acquisitions":[{"date":"2014-02-10","datePrecision":"day","name":"Chinook 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does CWC Advisors have?","answer":"CWC Advisors has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CWC Advisors invest in?","answer":"At the end of its last fiscal year, CWC Advisors’ separately managed accounts held 54% exchange-traded equities, 23% cash and equivalents, 12% registered funds (mutual funds, ETFs, BDCs), 10% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds. 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