William Pierce Trcka

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 12/2019
  Janus Distributors Llc
  Denver, CO
• 02/2011 → 12/2019
  Janus Management Holdings Corp
  Denver, CO
• 12/2019 → 10/2025
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 12/2019 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Brentwood, TN

Previous Registrations

• 2008-05-22 → 2009-02-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-07
• S63 Uniform Securities Agent State Law Examination
  2011-02-24
• S66 Uniform Combined State Law Examination
  2008-05-20

Other Names

• Pierce Trcka
• William P Trcka
• Pierce Trcka