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WCM GLOBAL WEALTH, LLC
WCM GLOBAL WEALTH, LLC
GREENVILLE, South Carolina
·
2 registered advisors
·
CRD# 156594
SEC# 801-117029
0
864-967-9838
01
Firm Overview
AUM
$245M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
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 Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WCM GLOBAL WEALTH, LLC
2 registered advisors
Erik Christopher Weir
GREENVILLE, South Carolina
CRD# 2009973
Michael Donald Jones
GREENVILLE, South Carolina
CRD# 2669489
05
Office Locations
GREENVILLE, South Carolina
2 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
.