WCM Global Wealth

Finance · South Carolina, United States · 11-50 Employees

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Overview

Headquarters

201 Riverplace Ste 500, Greenville, Sout...

Phone Number

(864) 967-9838

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About WCM Global Wealth

WCM Global Wealth, LLC is a diversified financial services firm focusing on exclusive financial products and services for high net worth individuals and businesses. The firm offers customized solutions including investment management, estate planning, and business succession planning. With a team of experienced professionals, WCM Global Wealth is committed to supporting clients in achieving their financial goals. The company operates offices in Greenville, Charleston, and Philadelphia, ensuring excellent service for its clientele.Explore more
WCM Global Wealth's Social MediaPopular SearchesWcm Global Wealth LLCGlobal Wealth LLCCapital ManagementWCM Global WealthhtmlWeir Capital Management LLCSIC Code 62,628NAICS Code 52,523Show more

WCM Global Wealth Org Chart

PhoneEmail
JS
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Director, Financial Planning

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WG
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Associate General Counsel

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MS
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Financial Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WCM Global Wealth

<$5M
11-50
Private
<$5M
2011
JS
Jeffrey StemlerDirector, Financial Planning
$6.6M
11-50
Private
-
2014
DH
David HackworthyChief Investment Officer & Portfolio Manager
<$5M
1-10
Private
-
2018
NZ
Nick ZoisFounder & President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

WCM Global Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

WCM Global Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WCM Global Wealth.

WCM Global Wealth financials insights

Gather financial insights about WCM Global Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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WCM Global Wealth Tech Stack

A closer look at the technologies used by WCM Global Wealth

Top Finance Companies

Frequently Asked Questions Regarding WCM Global Wealth

What is WCM Global Wealth's official website?
WCM Global Wealth's official website is www.wcmglobalwealth.com
What is WCM Global Wealth's Revenue?
WCM Global Wealth's revenue is <$5 Million
What is WCM Global Wealth's SIC code?
WCM Global Wealth's SIC: 62,628
What is WCM Global Wealth's NAICS code?
WCM Global Wealth's NAICS: 52,523
How many employees does WCM Global Wealth have?
WCM Global Wealth has 11-50 employees
What industry does WCM Global Wealth belong to?
WCM Global Wealth is in the industry of: Finance, Securities Trading
What is WCM Global Wealth competition?
WCM Global Wealth top competitors include: Pillar Wealth Management, The Normann Financial Group, Isthmus Partners, Focus Financial Network
What technology does WCM Global Wealth use?
Some of the popular technologies that WCM Global Wealth uses are: Barracuda Networks, Power BI, Python, Microsoft 365
How do I contact WCM Global Wealth?
WCM Global Wealth contact info: Phone number: (864) 967-9838 Website: www.wcmglobalwealth.com
What does WCM Global Wealth do?

WCM Global Wealth, LLC is a diversified financial services firm focusing on exclusive financial products and services for high net worth individuals and businesses. The firm offers customized solutions including investment management, estate planning, and business succession planning. With a team of experienced professionals, WCM Global Wealth is c... ommitted to supporting clients in achieving their financial goals. The company operates offices in Greenville, Charleston, and Philadelphia, ensuring excellent service for its clientele.Read More

What are WCM Global Wealth social media links?
WCM Global Wealth Linkedin page WCM Global Wealth Twitter page WCM Global Wealth Facebook page
Is WCM Global Wealth a public company?
WCM Global Wealth is private company therefore does not currently have an official ticker symbol
See more information about WCM Global Wealth

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