WORLD INVESTMENT ADVISORS, LLC
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
FINTRXOverview
World Investment Advisors, LLC is an SEC-registered independent broker-dealer organized as an LLC and active since 2015. The firm serves both individual/family and institutional clients and offers a broad advisory menu that includes financial planning, portfolio management across individuals, businesses and pooled vehicles, selection of sub-advisers, publication of client-facing periodicals, and educational workshops. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and does not act as a capital allocator to proprietary strategies; instead it relies on third-party managers and public funds for core exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Owners & executives
3 of 15MICHAEL WOODS
Chief Growth OfficerCRD 2453768
JONATHAN CURLEY
Global Chief Compliance OfficerCRD 827148
Gerald Costa
Chief Operating OfficerCRD 4960694
Contacts
3 of 347DEREK HOLT
Director of Wealth Management and PlanningCRD 7893502
JEFFREY SEYMOUR
Registered RepresentativeCRD 2255321
Adam Rehim
Senior AssociateCRD 6859901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 933Active vs passive
$3.9B in ETFs
74%
$2.9B
19%
$1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $143M | 239,969 | 3.64% |
Location
LINCROFT, NJ
MONMOUTH
Location
LINCROFT, NJ
Headquartered in LINCROFT, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MONMOUTH
- Address
- 437 Newman Springs Rd
- Time zone
- ET (UTC-5)
- Office locations
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