Wcm Investment Management

Wcm Investment Management (CRD# 104702) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $11,661,657,640 in 2,932 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,662
    MILLION
  • Total Number of Accounts
    2,932
    ACCOUNTS
  • Average Account Value
    $3,977,373
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Wcm Investment Management
Showing 1 - 10 of 10 top financial advisors.
1
Kurt R. Winrich
CRD#: 2128635
281 Brooks Street, Laguna Beach, CA 92651
96
Wealthminder
score

Kurt Winrich (CRD# 2128635) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 26 years of experience in the finance industry.

2
Paul R. Black
CRD#: 2513132
281 Brooks Street, Laguna Beach, CA 92651
93
Wealthminder
score

Paul Black (CRD# 2513132) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 23 years of experience in the finance industry.

3
John G. Karl
CRD#: 1335803
281 Brooks Street, Laguna Beach, CA 92651
93
Wealthminder
score

John Karl (CRD# 1335803) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 8 years of experience in the finance industry.

4
Don K. Kuo
CRD#: 3265027
281 Brooks Street, Laguna Beach, CA 92651
93
Wealthminder
score

Don Kuo (CRD# 3265027) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 18 years of experience in the finance industry.

5
John M. Macarthur
CRD#: 1904282
281 Brooks Street, Laguna Beach, CA 92651
93
Wealthminder
score

John Macarthur (CRD# 1904282) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 25 years of experience in the finance industry.

6
David A. Brewer
CRD#: 2513133
281 Brooks Street, Laguna Beach, CA 92651
90
Wealthminder
score

David Brewer (CRD# 2513133) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 6 years of experience in the finance industry.

7
Patrick D. Daniels
CRD#: 2198096
281 Brooks Street, Laguna Beach, CA 92651
90
Wealthminder
score

Patrick Daniels (CRD# 2198096) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 6 years of experience in the finance industry.

8
William E. Orke
CRD#: 1052851
281 Brooks Street, Laguna Beach, CA 92651
90
Wealthminder
score

William Orke (CRD# 1052851) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 6 years of experience in the finance industry.

9
James C. Owens
CRD#: 2182357
281 Brooks Street, Laguna Beach, CA 92651
90
Wealthminder
score

James Owens (CRD# 2182357) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 6 years of experience in the finance industry.

10
Sloane W. Payne
CRD#: 2747251
281 Brooks Street, Laguna Beach, CA 92651
90
Wealthminder
score

Sloane Payne (CRD# 2747251) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 6 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.