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WCM INVESTMENT MANAGEMENT
Legal name: WCM INVESTMENT MANAGEMENT, LLC
CRD 104702File 801-11916
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$96.77B
Top 10% of cohort (national)
Discretionary AUM
$96.77B
Clients
6,735
6,728 accounts
Employees
102
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Aug 12, 1976
- Principal office
- 281 BROOKS STREET, LAGUNA BEACH, CA, 92651-2974
- Phone
- 949-380-0200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $96.77B
- Discretionary AUM
- $96.77B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,728
- Non-discretionary accounts
- 0
- Total accounts
- 6,728
- AUM per client
- $14.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 416 | $7.54B |
| Non-U.S. persons | 3 | $5.42B |
| Insurance companies | 3 | $462.7M |
| Investment companies | 35 | $34.15B |
| Charitable organizations | 286 | $3.05B |
| High net worth individuals | 1,720 | $5.59B |
| Pooled investment vehicles | 128 | $22.78B |
| Pension and profit sharing plans | 102 | $7.20B |
| State or municipal government entities | 51 | $8.73B |
| Individuals (other than high net worth individuals) | 3,991 | $1.84B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.