WCM GLOBAL WEALTH, LLC

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Adviser Profile
As of Date 06/07/2024
Adviser Type - Large advisory firm
Number of Employees 8 -27.27%
of those in investment advisory functions 3 -40.00%
Registration Georgia, Terminated, 10/31/2019
Other registrations (4)
AUM* 245,407,588 -34.77%
of that, discretionary 245,407,588 -34.77%
Private Fund GAV* 193,650,718 88.43%
Avg Account Size 812,608 -37.79%
% High Net Worth 30.25% -15.04%
SMA’s Yes
Private Funds 9
Contact Info 864 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
376M 322M 269M 215M 161M 107M 54M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$8,605,550
Fund TypePrivate Equity Fund Count3 GAV$1,494,851
Fund TypeReal Estate Fund Count5 GAV$183,550,317

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Brochure Summary

Overview

A. General Description of Advisory Firm The Adviser was formed as a limited liability company organized under the laws of the State of Delaware in February 2011. The Adviser’s principal place of business is located in Greenville, South Carolina. The Adviser is wholly-owned by Erik C. Weir, who currently is the Adviser’s sole principal. B. Description of Advisory Services (including any specializations) The Adviser provides discretionary investment supervisory services and financial planning services to sophisticated investors and institutional clients, which include individuals and institutions whose assets are managed through separately managed accounts and pooled investment vehicles intended for sophisticated investors. The Adviser evaluates, selects and monitors investments for each client pursuant to the investment objective and investment guidelines set forth in the offering documents for
each private fund client and with respect to advisory clients with respect to the terms and conditions provided in each advisory agreement. C. Availability of Tailored Services for Individual Clients The Adviser provides advice to client accounts based on specific investment objectives and strategies. Under certain circumstances, the Adviser may agree to tailor advisory services to the individual needs of its separately managed account clients. Currently, the Adviser tailors its advisory services by adhering to the investment restrictions imposed by the relevant clients. D. Wrap Fees The Adviser currently does not participate in any wrap fee programs. E. Client Assets Under Management As of December 31, 2023, the Adviser had $245,378,695 in client assets under management. As of that date, the Adviser managed $245,378,695 on a discretionary basis and $0 on a non-discretionary basis.