Wcm Global Wealth, LLC
Wcm Global Wealth, LLC (CRD# 156594) is a financial advisory firm headquartered in Greenville, SC. They manage $75,000,000 in 205 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management75MILLION
Total Number of Accounts205ACCOUNTS
Average Account Value$365,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Jonathan McAdams (CRD# 2515543) is an Investment Advisor Representative working at Wcm Global Wealth, LLC in Greenville, SC and has over 22 years of experience in the finance industry.
Robert Raney (CRD# 3232954) is an Investment Advisor Representative working at Wcm Global Wealth, LLC in Greenville, SC and has over 18 years of experience in the finance industry.
Erik Weir (CRD# 2009973) is an Investment Advisor Representative working at Wcm Global Wealth, LLC in Greenville, SC and has over 27 years of experience in the finance industry.
Erik has more than 27 years of investment and financial services experience. He received his Bachelor of Arts (Finance/Real Estate) from Georgia State University in 1989. Erik was a licensed real estate agent at the age of 18 and assembled his first shopping center site while a sophomore in college. Prior to forming his own company, Erik was a Senior Vice President of Donaldson, Lufkin & Jenrette in San Francisco, California and Assistant Vice President of Merrill Lynch in Atlanta, Georgia. Mr. Weir was named one of the Top Five Hedge Fund Managers by Hedgemark Magazine in 2000 and received the 2002 Outstanding Broker Award from Registered Rep Magazine as one of the Top Five Brokers in the United States. Erik formed Weir Capital Management, LLC in 1999, which was named one of the Top 25 fastest growing companies in South Carolina in both 2009 and 2010. Erik formed WCM Global Wealth, LLC in 2011 as a diversified financial services firm, to provide the best client financial products and services possible. Erik is a CFP®, has held various securities licenses, including Series 7, 4, 24, 51, 31, 63, 65 and is a licensed insurance professional.
Erik enjoys helping people think through leadership and stewardship as they seek to invest both time and resources in a meaningful way. Erik earned a black belt in the martial art of Tang So Do and holds advanced ranks in Kempo and Tae Kwon Do. Erik also enjoys aviation and is a licensed private pilot with over 20 years of experience and holds multi-engine and instrument ratings. He resides in Greenville, South Carolina with his wife Robin and their five boys.