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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-21 |
Branch Locations
3006 Bee Caves Rd., Suite A250, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Investments, Llc | Lincroft | NJ | 05/2026 | Present |
| World Investment Advisors, Llc | Lincroft | NJ | 05/2026 | Present |
| Vanguard Group | Scottsdale | AZ | 07/2019 | 06/2022 |
| Ihop | Tucson | AZ | 06/2019 | 06/2019 |
| Tucson Unified School District | Tucson | AZ | 03/2019 | 06/2019 |
| Jimmy's Pita And Poke | Tucson | AZ | 03/2018 | 12/2018 |
| University Of Arizona | Tucson | AZ | 08/2016 | 04/2017 |
| La Fitness | Phoenix | AZ | 06/2016 | 09/2016 |
| Redwood Investment Mgmt, Llc/ Northern Lights Distributors, Llc | Scottsdale | AZ | 07/2022 | 02/2024 |
| Capital Group / American Funds Distributors, Inc. | San Antonio | TX | 04/2024 | 07/2025 |
| Capital Client Group, Inc. | San Antonio | TX | 04/2024 | 07/2025 |
| Northern Lights Distributors, Llc | Scottsdale | AZ | 07/2022 | 02/2024 |
| Unemployed | Tucson | AZ | 05/2017 | 02/2018 |
| Unemployed | Tucson | AZ | 01/2019 | 02/2019 |
| Unemployed | Tucson | AZ | 03/2024 | 03/2024 |
| J.P. Morgan Securities Llc | Austin | TX | 08/2025 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Austin | TX | 08/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-20 |
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