Wcm Wealth Management, LLC
Wcm Wealth Management, LLC (CRD# 154909) is a financial advisory firm headquartered in San Antonio, TX. They manage $51,964,709 in 460 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management52MILLION
Total Number of Accounts460ACCOUNTS
Average Account Value$112,967
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
George Williams (CRD# 3114848) is an Investment Advisor Representative working at Wcm Wealth Management, LLC in San Antonio, TX and has over 17 years of experience in the finance industry. George Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kelly Compton (CRD# 4329646) is an Investment Advisor Representative working at Wcm Wealth Management, LLC in San Antonio, TX and has over 16 years of experience in the finance industry.