Wcm Investment Management
Laguna Beach, CA·SEC-registered · CRD #104702
Wcm Investment Management is an SEC-registered investment advisory firm in Laguna Beach, CA managing $97B across 6.7k client accounts, with 44 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$97B
Client accounts
6.7k
Advisory staff
44
Fee model
Fee-only
How Wcm Investment Management is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Wcm Investment Management
How much does Wcm Investment Management manage?
Per its most recent SEC Form ADV filing (03/12/2026), Wcm Investment Management reports $97B in regulatory assets under management across roughly 6.7k client accounts.
How does Wcm Investment Management charge?
Wcm Investment Management is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wcm Investment Management a fiduciary?
Yes. Wcm Investment Management is registered with the U.S. Securities and Exchange Commission (CRD #104702), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wcm Investment Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wcm Investment Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wcm Investment Management's public SEC Form ADV filing (CRD #104702, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wcm Investment Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wcm Investment Management? Claim this profile.