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 $401,564,118 assets under management, offering retirement planning & investment advisory services to 288 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156594
SEC#	801-117029
Assets Managed by Firm	$401,564,118
No. of Clients	288
No. of Advisors	11

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	288	$401,564,118
Individuals (other than high net worth individuals)	77	$9,254,485
High net worth individuals	47	$28,803,911
Pension and profit sharing plans		$1,736,038
Charitable organizations	Fewer than 5 clients	$6,959,481

Inquire with WCM GLOBAL WEALTH, LLC

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