← Tributary

WCM INVESTMENT MANAGEMENT

LAGUNA BEACH, CA · CRD 104702 · IAPD ↗ · 949-380-0200

$96.77BRegulatory AUM
44Advisory reps
102Employees
28Clients
n/aPlanning clients
15Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — WCM INVESTMENT MANAGEMENT shrank from 49 to 44 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2026 — WCM INVESTMENT MANAGEMENT reported RAUM up 30% ($74.69B -> $96.77B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2025 — WCM INVESTMENT MANAGEMENT grew from 43 to 49 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — WCM INVESTMENT MANAGEMENT added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.