World Investment Advisors, LLC

RIASEC Registered

Total AUM

$71.6B

Discretionary

$31.7B

44% of AUM

Avg account

$2M

Accounts

35,849

Employees

615

Advisory reps

360

Firm details

Headquarters: Lincroft, New Jersey
CRD number: 208512
Registered since: May 6, 2015
Website: worldadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, EMPOWER FINANCIAL SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans78.23%
HNWI8%
Individuals6.71%
Charitable Organizations5.02%
Pooled Investment Vehicles0.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

World Investment Advisors, LLC is an SEC-registered limited liability company formed in 2015 that provides advisory services to individuals, families and institutional clients. Their fee arrangements include asset‑based fees, hourly billing and fixed fees. Core offerings span financial planning, discretionary and non‑discretionary portfolio management across individuals, pooled vehicles and institutional clients, pension consulting, third‑party manager selection, periodic publications and client education through workshops and seminars. The firm is not identified as an active ESG investor. Industry affiliations reported include broker‑dealer relationships and involvement with various capital markets roles such as registered municipal advisor, swap dealer, commodity/futures entities and insurance and legal/accounting partners, which suggests a platform that engages multiple service lines and external managers.