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Richard Lee Woolworth Trust

CWC ADVISORS, LLC·LAKE OSWEGO, Oregon
Clean recordCWC ADVISORS, LLC
5800 MEADOWS ROAD, LAKE OSWEGO, OR 97035-8899CRD# 4708666Firm CRD# 127739

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Lee Woolworth Trust · LAKE OSWEGO, OR
Registration
CRD #4708666 · CWC ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Lee Woolworth Trust is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with CWC ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CWC ADVISORS, LLC
CWC ADVISORS, LLC
AUM
$163M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CWC ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4708666
Firm CRD# 127739
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Lee Woolworth Trust offer?
Richard Lee Woolworth Trust specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Richard Lee Woolworth Trust's credentials?
Richard Lee Woolworth Trust is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Lee Woolworth Trust located?
Richard Lee Woolworth Trust is based in LAKE OSWEGO, Oregon, working with CWC ADVISORS, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Richard Lee Woolworth Trust charge for services?
Richard Lee Woolworth Trust's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWC ADVISORS, LLC?
CWC ADVISORS, LLC has approximately 9 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CWC ADVISORS, LLC

Jeffrey David Huffman
LAKE OSWEGO, OR
Gary Richard Woolworth
LAKE OSWEGO, OR
Larry Dee Cleland
LAKE OSWEGO, OR
James William Daskalos
LAKE OSWEGO, OR
Diane Catherine Landgraf
LAKE OSWEGO, OR
Cheryl Moore Prinz
LAKE OSWEGO, OR

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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)GRANTS PASS (11)JACKSONVILLE (11)WEST LINN (11)
City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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