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TAVERIK CAPITAL, LLC

GREENVILLE, SC · CRD 156594 · IAPD ↗ · taverik.com · 864-967-9838

$97.5MRegulatory AUM
2Advisory reps
10Employees
0Clients
0Planning clients
4Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
July 2025 — TAVERIK CAPITAL, LLC changed its website from wcmglobalwealth.com to taverik.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — TAVERIK CAPITAL, LLC reported RAUM down 56% ($245.4M -> $106.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — WCM GLOBAL WEALTH, LLC is now doing business as TAVERIK CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2024 — WCM GLOBAL WEALTH, LLC reported RAUM down 39% ($401.6M -> $245.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — WCM GLOBAL WEALTH, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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