WCM INVESTMENT MANAGEMENT, LLC

WCM INVESTMENT MANAGEMENT

LAGUNA BEACH, California·3 registered advisors·CRD# 104702

SEC# 801-119164949-380-0200

01

Firm Overview

AUM

$66.6B

Regulatory assets under management

Employees

93

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at WCM INVESTMENT MANAGEMENT, LLC

3 registered advisors

David Andrew Brewer

LAGUNA BEACH, California

Don Kuanglun Kuo

LAGUNA BEACH, California

James Courtney Owens

LAGUNA BEACH, California

05

Office Locations

LAGUNA BEACH, California

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Data sourced from SEC Form ADV filings. WCM INVESTMENT MANAGEMENT, LLC (CRD# 104702) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.