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WMBC
2 Venture
Suite 380
Irvine, California 92618
Tel: 949-829-9622
About WMBC
WMBC, formally registered with the SEC as WMBC. The firm was established in 10/15/2014. They have over 1 offices throughout the country.
WMBC is a Irvine, California based Financial Planning firm with nearly $116,209,055 assets under management, offering retirement planning & investment advisory services to 648 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124462 |
| SEC# | 801-80426 |
| Assets Managed by Firm | $116,209,055 |
| No. of Clients | 648 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF NET WORTH)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 648 | $116,209,055 |
| Individuals (other than high net worth individuals) | 75 | $28,020,982 |
| High net worth individuals | 40 | $79,581,148 |
| Pension and profit sharing plans | 5 | $5,982,958 |
| Corporations or other businesses | Fewer than 5 clients | $2,623,967 |
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