Wcm Global Wealth, LLC

Wcm Global Wealth, LLC (CRD# 156594) is a financial advisory firm headquartered in Greenville, SC. They manage $245,378,695 in 302 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
201 Riverplace, Suite 500, Greenville, SC 29601
http://www.wcmglobalwealth.com
By the Numbers
  • Total Assets Under Management
    245
    MILLION
  • Total Number of Accounts
    302
    ACCOUNTS
  • Average Account Value
    $812,512
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, CA, GA, NC, PA, SC, TN, WI

Financial Advisors at Wcm Global Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Erik Weir, financial advisor Greenville SC
Erik C. Weir
CRD#: 2009973
201 Riverplace, Suite 500, Greenville, SC 29601

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.

 

MANAGER

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.

2
Michael Jones, financial advisor Philadelphia PA
Michael D. Jones
CRD#: 2669489
Philadelphia, PA

Michael Jones (CRD# 2669489) is an Investment Advisor Representative working at Wcm Global Wealth, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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