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WCM INVESTMENT MANAGEMENT
WCM INVESTMENT MANAGEMENT, LLC
CRD 104702 · SEC 801-11916
281 BROOKS STREET, LAGUNA BEACH, CA, 92651-2974, United States
Phone
949-380-0200
Fax
949-380-0819
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$96.77B
Discretionary AUM
$96.77B
Team
102 total employees; 44 advisory reps; 28 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3991 | $1.84B |
| High net worth individuals | 1720 | $5.59B |
| Investment companies | 35 | $34.15B |
| Pooled investment vehicles | 128 | $22.78B |
| Pension/profit sharing plans | 102 | $7.20B |
| Charitable organizations | 286 | $3.05B |
| State/municipal entities | 51 | $8.73B |
| Insurance companies | 3 | $462.7M |
| Sovereign wealth funds | 3 | $5.42B |
| Corporations/business entities | 416 | $7.54B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD