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David Joerger

Chief Compliance Officer at WCM Investment Management

Officer record from the firm’s Form ADVForm ADV filed 31 August 2026

David Joerger is Chief Compliance Officer of WCM Investment Management, LLC, a Laguna Beach investment adviser.

Role at WCM Investment Management

Title on Schedule A
Chief Compliance Officer
Control
David Joerger is not a control person of WCM Investment Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Joerger has held the filed role since July 2022.

The firm

WCM Investment Management, LLC
Laguna Beach, CA

Form ADV filed 31 August 2026

$96.8B AUM6,735 clients44 advisers3 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for David Joerger is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
David Joerger
CRD
7408266
Firm
WCM Investment Management, LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does David Joerger work?

David Joerger has been Chief Compliance Officer of WCM Investment Management, LLC since July 2022.

Source: Form ADV, Schedule A, filed 31 August 2026

Leadership at WCM Investment Management

  • Paul Black
    Co-Chief Executive Officer, Director/Elected Manager
  • Mike Trigg
    Co-Chief Executive Officer, Director/Elected Manager
  • Don Kuo
    Deputy Chief Operating Officer, Secretary
  • Sanjay Ayer
    Director/Elected Manager
  • Sloane Payne
    Chief Operations Officer, Director/Elected Manager
  • Kurt Winrich
    Chairman, Director/Elected Manager

Sources

  1. IAPD individual lookup, CRD 7408266. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of WCM Investment Management, LLC, filed 31 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Joerger or WCM Investment Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.