World Trends Wealth Management, LLC

Overview

World Trends Wealth Management, LLC is a small, owner-operated advisory firm focused on discretionary portfolio management for individual and family clients. The business charges a percentage-of-assets fee and operates from a single office, offering a concentrated client roster that suggests a boutique, high-touch service model rather than mass-market wealth management. Investment activity is equity-centric: exchange-traded equities are the dominant holding type and the firm shows a clear preference for equities as the primary return engine across client portfolios. Supplementary vehicle use includes mutual funds to provide broad exposure or tactical tilts; there is no indication of meaningful allocations to third‑party alternative fund managers. Given the firm’s structure and client base, investment decisions appear to lean toward liquid, transparent instruments that are straightforward to manage on a discretionary basis. The profile fits a small RIA that emphasizes tailored equity exposure for a limited number of clients rather than a multi-product platform with extensive alternative or institutional offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices