William Bechtel Mack

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

• 07/2018 → 08/2022
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 05/2016 → 03/2018
  Mountain Cellars
  Colorado Springs, CO
• 03/2018 → 07/2018
  N/A
  Monument, CO
• 03/2026 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA
• 08/2023 → 08/2025
  Enterprise Mobility
  Highlands Ranch, CO
• 08/2025 → 02/2026
  Enterprise Mobility
  St. Louis, MO
• 08/2022 → 08/2023
  N/A
  Monument, CO

Previous Registrations

• 2018-08-07 → 2022-08-30
  World Investment Advisors, Llc
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-21

Other Names

• Bill Bechtel Mack
• Billy Bechtel Mack