WCM GLOBAL WEALTH, LLC

201 Riverplace
Suite 500
Greenville, South Carolina 29601
Tel: 864-967-9838

About WCM GLOBAL WEALTH, LLC

WCM GLOBAL WEALTH, LLC, formally registered with the SEC as WCM GLOBAL WEALTH, LLC. The firm was established in 07/25/2019. They have over 1 offices throughout the country.

WCM GLOBAL WEALTH, LLC is a Greenville, South Carolina based Financial Planning firm with nearly $245,407,588 assets under management, offering retirement planning & investment advisory services to 302 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156594
SEC#	801-117029
Assets Managed by Firm	$245,407,588
No. of Clients	302
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (VIDEO NEWSLETTER UPDATES)

Firm Client Information

	No. of Clients	AUM
Firm Total	302	$245,407,588
Individuals (other than high net worth individuals)	70	$13,011,366
High net worth individuals	36	$31,479,060
Charitable organizations	Fewer than 5 clients	$7,266,444

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PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
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