Career
Kurt Winrich has been Chairman, Director/Elected Manager of WCM Investment Management since December 2021. Kurt Winrich is a control person of the firm and directly owns under 5% of it.
WCM Investment Management, LLC is a Laguna Beach, CA firm with $96.8B under management, 6,735 clients and 44 advisers across 3 offices, as of its August 2026 filing.
Credentials and registrations
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 February 1991 |
| Series 2 | Non-Member General Securities Examination | 14 February 1991 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Non-Member General Securities Examination
Individual record
- Full name
- Kurt Randal Winrich
- CRD
- 2128635
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Kurt Winrich work?
Kurt Winrich has been Chairman, Director/Elected Manager of WCM Investment Management, LLC since December 2021, and is a control person of the firm.
Does Kurt Winrich have a current investment-adviser registration?
Kurt Winrich has no current investment-adviser or broker registration.
What exams has Kurt Winrich passed?
Kurt Winrich has passed 2 licensing exams: the Series 65 and Series 2. The earliest, the Series 65, was passed in February 1991.
Where was Kurt Winrich previously registered as an investment adviser?
Kurt Winrich has past investment-adviser registrations through Wcm Investment Management, July 1997 to January 2022, across 1 firm.
Leadership at WCM Investment Management
- Paul BlackCo-Chief Executive Officer, Director/Elected Manager
- Mike TriggCo-Chief Executive Officer, Director/Elected Manager
- Don KuoDeputy Chief Operating Officer, Secretary
- David JoergerChief Compliance Officer
- Sanjay AyerDirector/Elected Manager
- Sloane PayneChief Operations Officer, Director/Elected Manager