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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-07-24 |
Branch Locations
1033 W Roosevelt Way, 3Rd Floor, Tempe, AZ 85288 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2013 | 05/2024 |
| Pensionmark Securities, Llc | Santa Barbara | CA | 05/2024 | 11/2024 |
| World Investment Advisors | Santa Barbara | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-04 |
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