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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_RES | 2021-11-09 |
| CO | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-10 |
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