WCM GLOBAL WEALTH, LLC

GREENVILLE, South Carolina·5 registered advisors·CRD# 156594
SEC# 801-1170290864-967-9838
01

Firm Overview

AUM
$245M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at WCM GLOBAL WEALTH, LLC

5 registered advisors
Erik Christopher Weir
GREENVILLE, South Carolina
Iii James Blair
GREENVILLE, South Carolina
Kristin Childres Wallace
GREENVILLE, South Carolina
Michael Donald Jones
GREENVILLE, South Carolina
Michael Gerard Hronchek
GREENVILLE, South Carolina
05

Office Locations

GREENVILLE, South Carolina
5 advisors

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Data sourced from SEC Form ADV filings. WCM GLOBAL WEALTH, LLC (CRD# 156594) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.