WCM Investments

Finance · California, United States · 51-200 Employees

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Overview

Headquarters

281 Brooks St, Laguna Beach, California,...

Phone Number

(949) 380-0200

Revenue

$7.6 Million

Industry

Finance Securities Trading
ZI Rank: 6
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
4
3
4
4
6
6

About WCM Investments

WCM Investment Management is an independent asset management firm driven by a spirit of broad-based employee ownership. The company focuses on delivering investment solutions that cater to a diverse range of clients. Their approach emphasizes long-term value creation and the empowerment of their workforce. WCM aims to establish meaningful partnerships with clients through its investment strategies.Explore more
WCM Investments's Social MediaPopular SearchesWcm LLCWcm Investment ManagementWcmWcm Investments IncWCM InvestmentSIC Code 62,628NAICS Code 52,523Show more

WCM Investments Org Chart

Michael Trigg, Portfolio Manager & Co-Chief Executive Officer at WCM Investments
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Portfolio Manager & Co-Chief Executive Office...

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Sloane Payne, Chief Operating Officer at WCM Investments
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Chief Operating Officer

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Victoria Kroehl, Chief Financial Officer at WCM Investments
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Chief Financial Officer

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PF
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Controller

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Managing Director

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JM
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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WCM Investments

$7.6M
51-200
Private
-
1976
Michael Trigg, Portfolio Manager & Co-Chief Executive Officer at WCM Investments
Michael TriggPortfolio Manager & Co-CEO
$40.8M
51-200
Private
-
1970
$26.4M
51-200
Private
-
1974
MQ
Marian QuadeVice President and Senior Portfolio Manager
$20.8M
51-200
Private
-
1981
SF
Sebolelo FogwebeChief Revenue Officer
$16.5M
51-200
Private
-
2004
MV
Mark VannoyChief Financial Officer, Funds
$15.2M
11-50
Private
-
2000
John Sundeen, Executive Vice President & Chief Administrative Officer at Delaware Funds by Macquarie
John SundeenExecutive Vice President & Chief Administrative Officer
$7.3M
11-50
Private
-
1982
JP
John PeckhamChairman & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

WCM Investments Tech Stack

A closer look at the technologies used by WCM Investments

Most Recent Scoops

Project
Spending/Investment
Event
Person-Based
Alan Tu, Portfolio Manager, appeared on a podcast called "Business Breakdowns" on 01/08/2026. Topics discussed include Databricks, Data Analytics, AI Platform.
Events, Podcast
Event
Person-Based
Sanjay Ayer, Analyst, appeared on a podcast called "Capital Allocators – Inside the Institutional Investment Industry" on 10/27/2025. Topics discussed include Investment Management, Performance Improvement, AI Research.
Events, Podcast
Event
Person-Based
Paul Black, President, appeared on a podcast called "Capital Allocators – Inside the Institutional Investment Industry" on 10/27/2025. Topics discussed include Investment Management, Company Culture, Leadership Transition.
Events, Podcast
Event
Person-Based
Events, Podcast
See more scoops

WCM Investments News & Media

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Frequently Asked Questions Regarding WCM Investments

What is WCM Investments's official website?
WCM Investments's official website is www.wcminvest.com
What is WCM Investments's Revenue?
WCM Investments's revenue is $7.6 Million
What is WCM Investments's SIC code?
WCM Investments's SIC: 62,628
What is WCM Investments's NAICS code?
WCM Investments's NAICS: 52,523
How many employees does WCM Investments have?
WCM Investments has 51-200 employees
What industry does WCM Investments belong to?
WCM Investments is in the industry of: Finance, Securities Trading
What is WCM Investments competition?
WCM Investments top competitors include: Morgan Creek Capital Management, Sterling Capital, Sit Investment Associates, Boston Advisors
What technology does WCM Investments use?
Some of the popular technologies that WCM Investments uses are: Google Universal Analytics, JQuery 1.11.1, Salesforce Pardot, AppRiver
Who is the CFO of WCM Investments?
WCM Investments's CFO is Victoria Kroehl
How do I contact WCM Investments?
WCM Investments contact info: Phone number: (949) 380-0200 Website: www.wcminvest.com
What does WCM Investments do?

WCM Investment Management is an independent asset management firm driven by a spirit of broad-based employee ownership. The company focuses on delivering investment solutions that cater to a diverse range of clients. Their approach emphasizes long-term value creation and the empowerment of their workforce. WCM aims to establish meaningful partnersh... ips with clients through its investment strategies.Read More

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

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