Wcm Investment Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 104702
- SEC number
- 801-11916
- Firm type
- RIA
- Assets under management
- $96.8B as of Mar 12, 2026
- Website
- www.linkedin.com/company/wcm-investment-management ↗
- Phone
- 949-380-0200
- Address
- 281 Brooks Street, Laguna Beach, CA, 92651-2974
Advisors at this firm
8 in our index · page 1 of 1
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Paul Russell BlackCRD 2513132 · Laguna Beach, CAIA Registered
-
Andrew Neil BuchananCRD 4372432 · Laguna Beach, CAIA RegisteredBroker
-
Jonathon Michael DetterCRD 5307765 · Cincinnati, OHIA Registered
-
Anthony Bernard GlickhouseCRD 4816573 · Cincinnati, OHIA Registered
-
Chad Edward HoffmanCRD 3082851 · Clayton, MOIA Registered
-
John Matthew MacarthurCRD 1904282 · Laguna Beach, CAIA RegisteredBroker
-
Patrick Francis McgeeCRD 5823537 · Cincinnati, OHIA Registered
-
Trace Wilson ThurlbyCRD 3128947 · Overland Park, KSIA RegisteredBroker
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 104702 ↗
FINRA BrokerCheck record for firm CRD 104702 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.