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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:

Current Employers
World Investment Advisors, Llc

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-09
CO RA APPROVED 2015-10-02
  • TX RA
    APPROVED_RES
    Since 2021-11-09
  • CO RA
    APPROVED
    Since 2015-10-02

Branch Locations

4582 S. Ulster Street, Suite 600, Ste. 600, Denver, CO 80237 • United States

437 Newman Springs Road, Lincroft, NJ 07738 • United States

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Assured Partners Of Colorado, Llc Dba/ The Wright Group Svcs Denver CO 08/2014 Present
World Investment Advisors, Llc Santa Barbara CA 09/2015 Present
Capfinancial Securities, Llc Raleigh NC 09/2015 09/2017
Pensionmark Securities, Llc Denver CO 09/2017 11/2025
Bryan Roger Inc Denver CA 06/2010 Present
World Investments, Inc. Denver CO 10/2025 Present
  • 08/2014 → Present
    Assured Partners Of Colorado, Llc Dba/ The Wright Group Svcs
    Denver, CO
  • 09/2015 → Present
    Santa Barbara, CA
  • 09/2015 → 09/2017
    Capfinancial Securities, Llc
    Raleigh, NC
  • 09/2017 → 11/2025
    Pensionmark Securities, Llc
    Denver, CO
  • 06/2010 → Present
    Bryan Roger Inc
    Denver, CA
  • 10/2025 → Present
    World Investments, Inc.
    Denver, CO
Previous Registrations
  • 2014-09-30 → 2015-10-08
    Denver, CO
  • 2014-09-02 → 2014-09-30
    Financial Telesis Inc
    San Rafael, CA
    Denver, CO
    Denver, CO
  • 2009-11-16 → 2014-08-22
    Financial Telesis Inc
    Denver, CO
    San Rafael, CA
Other Businesses

(1) ASSURED PARTNERS; None-Investment Related; 4582 S Ulster Street, Ste. 600 Denver, CO 80237; INSURANCE Consulting/Brokerage Firm; Principal; 6/1997; 120 HRS MONTH; 120 HOURS/MONTH; Serve as an intermediary between clients and group health, life disability dental and vision carriers, then service clients to retain their business. (2) SWZ Loveland, LLC (100% Ownership interest by Bryan Wright), Investment Related; 75 Dahlia Street, Denver, CO 80220; Entity used to buy shares in other private placement companies, Owner since 6/17/2019, 5 hours per month; 5 hours during trading hours; Sole owner and monitor the private placement/equity I have in other businesses.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-23
S63 Uniform Securities Agent State Law Examination 1998-09-10
  • S65 Uniform Investment Adviser Law Examination
    2009-10-23
  • S63 Uniform Securities Agent State Law Examination
    1998-09-10

View on SEC IAPD

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