Katherine Mach

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

• 02/2016 → 07/2019
  Alliance Financial Partners, Inc.
  Palm Coast, FL
• 03/2016 → 11/2016
  Voya Financial Advisors
  Palm Coast, FL
• 11/2016 → 07/2019
  Lpl Financial, Llc
  Palm Coast, FL
• 07/2019 → 04/2020
  Butcherjoseph Asset Management, Llc
  Charlotte, NC
• 07/2019 → 01/2022
  Sable Capital Llc
  Charlotte, NC
• 11/2019 → 03/2022
  Laffer Investments Inc
  Charlotte, NC
• 02/2022 → 10/2025
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 02/2022 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Santa Barbara, CA

Previous Registrations

• 2019-11-08 → 2022-03-04
  Laffer Tengler Investments, Inc.
  Charlotte, NC
• 2019-08-12 → 2020-04-29
  Butcherjoseph Asset Management, Llc
  Charlotte, NC
• 2017-01-18 → 2019-07-29
  Lpl Financial Llc
  Palm Coast, FL
  Palm Coast, FL
  Stuart, FL
• 2014-08-19 → 2015-10-13
  Pnc Wealth Management Llc
  Cleveland, OH
• 2014-07-14 → 2014-07-28
  Lincoln Investment
  Cleveland, OH

Other Businesses

Life Insurance Producer Licensee, SC - Investment-related, 2146 Durand Rd Fort Mill, SC 29715, Life Insurance License, Producer, 8/20/2019, 0 hours/month, no duties, no appointments, only licensed.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-07

Other Names

• Katherine Muller
• Katherine M Muller
• Katherine Marie Mach