Bryan William Wiepert
Investment adviser representative at Cwc Advisors, LLC
3 yearsExperience
4 statesRegistered in
$445.3MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
3 years in the industry.
- Cwc Advisors, LLCApr 2015 to now
- Purshe Kaplan Sterling InvestmentsApr 2015 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 4 states (CA, OR, TX, WA).
Cwc Advisors, LLC
$445.3MAssets managed
232Clients
5Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4143203
- Firm CRD
- 127739