# WCM INVESTMENT MANAGEMENT

WCM INVESTMENT MANAGEMENT of LAGUNA BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104702
- Type: SEC-registered investment adviser
- SEC file number: 801-11916
- Location: 281 BROOKS STREET, LAGUNA BEACH, CA, 92651-2974
- Phone: 949-380-0200
- Latest filing: 2026-03-12
- Regulatory AUM: $96.8B
- Discretionary AUM: $96.8B
- Clients: 102
- Accounts: 6,728

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| David Joseph Joerger | CHIEF COMPLIANCE OFFICER | Laguna Beach, CA |
| Paul Russell Black | CO-CHIEF EXECUTIVE OFFICER, DIRECTOR/ELECTED MANAGER; MEMBER | — |
| Kurt Randal Winrich | CHAIRMAN, DIRECTOR/ELECTED MANAGER; MEMBER, ELECTED MANAGER | — |
| Sloane Waller Payne | CHIEF OPERATIONS OFFICER, DIRECTOR/ELECTED MANAGER; ELECTED MANAGER | — |
| Mike Brady Trigg | CO-CHIEF EXECUTIVE OFFICER, DIRECTOR/ELECTED MANAGER; ELECTED MANAGER | — |
| Sanjay Ayer | DIRECTOR/ELECTED MANAGER | — |
| Don Kuanglun Kuo | DEPUTY CHIEF OPERATING OFFICER, SECRETARY | — |
| Victoria Kroehl | CHIEF FINANCIAL OFFICER | — |
| BLACK PAUL RUSSELL | MEMBER; MEMBER, ELECTED MANAGER; PRESIDENT (+3 more) | — |
| WINRICH KURT RANDAL | CHAIRMAN; CHAIRMAN/CO-CEO; CHAIRMAN OF THE BOARD (+3 more) | — |
| OWENS JAMES COURTNEY | EXECUTIVE VP; EXECUTIVE VP/CIO; SVP | — |
| RYDZESKI LEE THOMAS | SECRETARY, VP; SECRETARY/VP | — |
| BREWER DAVID ANDREW | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SENIOR VP; SENIOR VP (+2 more) | — |
| WINRICH KURT | PRESIDENT | — |
| WINRICH DARRELL | CHAIRMAN | — |
| WINRICH CAROLEE LOVELLE | DIRECTOR | — |
| BREWER GEORGE DAVID | VP | — |
| PAYNE SLOANE WALLER | CHIEF OPERATIONS OFFICER, SENIOR VP; ELECTED MANAGER; PORTFOLIO MANAGER (+1 more) | — |
| EASTMAN BRETT MARTIN | DIRECTOR | — |
| HUNKEL PETER JOHN | PORTFOLIO MANAGER | — |
| PAYNE SLOANE | PORTFOLIO MANAGER | — |
| TRIGG MIKE BRADY | ELECTED MANAGER; PORTFOLIO MANAGER; PRESIDENT, PORTFOLIO MANAGER (+1 more) | — |
| AYER SANJAY | VICE PRESIDENT, PORTFOLIO MANAGER | — |
| KUO DON KUANGLUN | DEPUTY CHIEF OPERATING OFFICER, SECRETARY | — |
| Joerger David Joseph | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104702/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104702/similar
- Related entities: https://search.stillhousedata.com/firm/104702/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104702

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.