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World Investment Advisors, LLC CRD 208512
$71.6B regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-12-19 |
| TX | RA | APPROVED | 2023-03-02 |
Branch Locations
19243 Fm 2252 #300, San Antonio, TX 78266 • United States
3006 Bee Caves Rd, Suite A-250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Austin | TX | 05/2014 | 03/2019 |
| Austin Asset | Austin | TX | 03/2019 | 10/2020 |
| Brighton Jones | Austin | TX | 12/2020 | 06/2022 |
| World Investment Advisors, Llc | Lincroft | NJ | 02/2023 | Present |
| Ring The Bell Coaching | Austin | TX | 06/2022 | 02/2023 |
1. WD Pensionmark; Investment Related; 19243 FM 2252, Suite 300, Garden Ridge, TX 78266; Financial Services; Managing Director; 3/1/2023; 160 hours per month; 116 hours during trading hours; Management & Execution of the wealth management business. 2. Clayton F. Bone; Non-Investment Related; Austin, TX 78704; Sole Proprietor EIN – Household Employer / Nanny Payroll; Sole Proprietor; 10/9/2017; 1 hour per month; 0 hours per trading hours; Maintain a sole proprietor EIN solely for the purpose of processing payroll and related employment tax obligations for a household nanny. No outside business services are provided, and no revenue is generated from this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-14 |
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