WCM GLOBAL WEALTH, LLC other names

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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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

WCM Quality Global Growth ETF (Quoted Managed) (WCMQ.AX)
03/17/2021

Dow gains 200+ points, or 0.6%, after Fed upgrades economic outlook, but suggests near-zero rates through 2023

Yahoo Finance

Natixis International Funds Lux I - WCM Global Emerging Markets Equity Fund
02/15/2021

Natixis International Funds Lux I - WCM Global Emerging Markets Equity Fund is an open-end fund incorporated in Luxembourg. The objective of the Fund is long term growth of capital. The Fund ...

Bloomberg


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $8,605,550
Private Equity Fund 3 $1,494,851
Real Estate Fund 5 $183,550,317

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KLAFF REALTY, LP - - 100.8m 83.2m - - - 184.0m 202.9m 17
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HERSHEY'S INVESTMENTS, LLC - - - - - - - - - -

Private Funds



Employees




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.