Wealth Manager
    SEC Registered

    Wcm Investment Management

    Registered investment advisor · Laguna Beach, California · CRD #104702

    Assets Under Management
    $96.8B
    Client Accounts
    6,728
    Employees
    102
    CRD Number
    104702
    Registration
    SEC Registered
    Custodian
    Jp Morgan Chase & Co.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wcm Investment Management

    WCM Investment Management is an independent investment advisory firm founded in 1976 and based in Laguna Beach, California. The firm specializes in global growth equity investment management and is majority-owned by its employees. WCM manages approximately $121 billion in assets, focusing on long-term excess returns while mitigating downside risk. The firm employs a bottom-up, fundamental investment approach, identifying companies with competitive advantages and strong corporate cultures. WCM o

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wcm Investment Management

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    Frequently Asked Questions

    What is Wcm Investment Management's AUM?

    Wcm Investment Management reports approximately $96.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wcm Investment Management headquartered?

    Wcm Investment Management is headquartered in Laguna Beach, California.

    What is Wcm Investment Management's CRD number?

    Wcm Investment Management's CRD number is 104702. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wcm Investment Management manage?

    Wcm Investment Management manages approximately 6,728 client accounts according to its latest SEC filing.

    Is Wcm Investment Management SEC registered?

    Yes, Wcm Investment Management is registered with the SEC as an investment adviser with an approved registration status.

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