Wmc Investment

Finance · California, United States · 501-1,000 Employees

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Overview

Headquarters

348 W Hospitality Ln 108A, San Bernardin...

Phone Number

(855) 962-2677

Revenue

$32.8 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wmc Investment

WMC Wealth Management is a financial advisory firm led by Wai Man Cheung, who brings over 40 years of experience in the financial services sector. The company specializes in wealth management services including investment planning, retirement planning, and long-term care services, focusing on both private clients and corporate needs. They prioritize building long-term relationships and providing high-quality, personalized advice. Their clientele includes business owners, company directors, and individuals seeking guidance in later life financial matters.Explore more
Wmc Investment's Social MediaPopular SearchesWMC Investment CorpWMC Mortgage CorpWmc-gemb Mortgage CorpWmc Mortgage LLCWmc Gemb Mortgage CorpSIC Code 62,628NAICS Code 52,523Show more

Wmc Investment Org Chart

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Assistant VP, Capital Markets

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Vice President, Sales

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Manager, Correspondent Production

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wmc Investment

$32.8M
501-1,000
Private
-
2006
TG
Tina GanwaniAssistant VP, Capital Markets
$1.4B
1K - 5K
Private
$75M
2006
RV
Rachel Van TuinenChief of Staff
$1.1B
1K - 5K
Private
-
1997
Phillip Brice, Chief Executive Officer Managing Partner at Wealth Enhancement
Phillip BriceCEO Managing Partner
$788.8M
1K - 5K
Private
-
1985
Loren Pierson, Chief Operations Officer at Mercer Advisors
Loren PiersonChief Operations Officer
$77M
201-500
Private
-
2008
DS
David SeldenFounder & Managing Advisor
$51.5M
501-1,000
Private
-
1990
WM
William MorrisonPresident, Peninsula Wealth & Planner
$35.6M
201-500
Private
-
1999
AS
Alyssa SiminiDirector, Marketing
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Wmc Investment is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Wmc Investment Tech Stack

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Frequently Asked Questions Regarding Wmc Investment

What is Wmc Investment's official website?
Wmc Investment's official website is www.wmcinvestment.com
What is Wmc Investment's Revenue?
Wmc Investment's revenue is $32.8 Million
What is Wmc Investment's SIC code?
Wmc Investment's SIC: 62,628
What is Wmc Investment's NAICS code?
Wmc Investment's NAICS: 52,523
How many employees does Wmc Investment have?
Wmc Investment has 501-1,000 employees
What industry does Wmc Investment belong to?
Wmc Investment is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Wmc Investment competition?
Wmc Investment top competitors include: Mercer Advisors, C&F Wealth Management, National Wealth Advisors, Mariner
What technology does Wmc Investment use?
Some of the popular technologies that Wmc Investment uses are: Google AdSense, Google Font API, YouTube, TrustArc
How do I contact Wmc Investment?
Wmc Investment contact info: Phone number: (855) 962-2677 Website: www.wmcinvestment.com
What does Wmc Investment do?

WMC Wealth Management is a financial advisory firm led by Wai Man Cheung, who brings over 40 years of experience in the financial services sector. The company specializes in wealth management services including investment planning, retirement planning, and long-term care services, focusing on both private clients and corporate needs. They prioritiz... e building long-term relationships and providing high-quality, personalized advice. Their clientele includes business owners, company directors, and individuals seeking guidance in later life financial matters.Read More

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

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