RIA Intel›Advisers›California›WCM INVESTMENT MANAGEMENT, LLC

WCM INVESTMENT MANAGEMENT, LLC

Advisory

N·LAGUNA BEACH, CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$96.8B

1-Year AUM Growth

+12.1%

3-Year CAGR

-7.1%

Employees

44

Assets Under Management

Total AUM$96.8B

Discretionary AUM$96.8B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6,438

Team

Total Employees44

Investment Advisers102

Employee Growth (1Y)+13.9%

Filing History

Total Filings on Record53

First FilingMar 1, 2001

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 53 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WCM INVESTMENT MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.