Firm profile

WCM INVESTMENT MANAGEMENT

LAGUNA BEACH, CACRD 104702Latest ADV March 12, 2026

Wcm Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Laguna Beach, CA. Its latest Form ADV filing, dated March 12, 2026, reports $96.8B in regulatory assets under management, 102 employees, 2 offices, and 6,728 accounts.

Assets Under Management
$96.8B
Employees
102
Offices
2 offices
Total Clients
6,735
Primary office
LAGUNA BEACH, CA
281 BROOKS STREET, LAGUNA BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOMike B. Trigg
CEOPaul R. Black
CCODavid J. Joerger

Advisory services offered

5 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
3,991
2
HNWI
25.5%
1,720
3
Corporations
6.2%
416
4
Charitable
4.2%
286
5
Pooled Investment Vehicles
1.9%
128
Additional categories (<0.1%)
Insurance Cos.<5 clients
Sovereign Wealth<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$96.8Bas of March 12, 2026
Discretionary100.0%
$96.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$96.8B
Total Accounts6,728
10Y AUM Change+$82.7B (+589.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees102
Clients per Employee66:1
10Y Employee Change+64 (+168.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.