World Investment Advisors, LLC

RIASEC RegisteredEst. 2015

Total AUM

$71.6B

Discretionary

$31.7B

44% of AUM

Avg account

$2M

Accounts

35,849

Employees

615

Advisory reps

363

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 a fee-based investment adviser organized as an LLC and registered with the SEC since 2015. The firm manages portfolios and delivers financial planning for a mix of individual, family and institutional clients. Its advisory services span individual and small-business portfolio management, pooled vehicle oversight, pension consulting and adviser selection. The firm also produces written periodic content and runs educational seminars and workshops. Fees are charged via percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds94%
Exchange Traded Equities4%
Cash & Cash Equivalents2%

Owners & executives

3 of 15

James Mcquaid
Independent ContractorCRD 5742979
Nathan Garrison
Senior Vice President and Chief Investment OfficerCRD 5883742
Jennifer Tanck
Executive Vice President & COOCRD 4159179

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Contacts

3 of 348

Daniel Taormina
Investment Advisor RepresentativeCRD 5676352
Ryan Gensicke
Managing DirectorCRD 5681407
Theresa Diblasi
Investment Adviser RepresentativeCRD 5778389

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 945

Active vs passive

$4B in ETFs

Passive

73%

$2.9B

Active

19%

$1.1B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$143M	236,304	3.62%

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Primary office

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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