Trace Wilson Thurlby
Investment adviser representative at Wcm Investment Management
16 yearsExperience
2 statesRegistered in
$96.8BFirm assets
50 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Imst Distributors, LLCNov 2023 to now
- Wcm Investment ManagementSep 2023 to now
- The Global Orphan Project, Inc.Jan 2010 to Aug 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, KS).
Wcm Investment Management
Legal name: Wcm Investment Management, LLC
$96.8BAssets managed
6,735Clients
7Advisers
50 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3128947
- Firm CRD
- 104702