WCM GLOBAL WEALTH, LLC - Financial Advisor in South Carolina, Greenville

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

About WCM GLOBAL WEALTH, LLC

WCM GLOBAL WEALTH, LLC is a Greenville, South Carolina based financial advisory firm with nearly $245,407,588 in assets under management and provides investment advisory services for 302 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

156594

Firm SEC#:

801-117029

Assets Under Management:

$245,407,588

No. of Clients:

302

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$1,227,969,964

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$465,312,217

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$394,467,825

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$372,701,379

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