Erik Edward Gotrik

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

• 04/2014 → 05/2018
  Gwfs Equities, Inc.
  Glendale, WI
• 04/2018 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 04/2018 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  Santa Barbara, CA

Previous Registrations

• 2016-07-08 → 2018-05-16
  Empower Advisory Group, Llc
  Greenwood Village, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-07
• S63 Uniform Securities Agent State Law Examination
  2014-05-16

Other Names

• Erik Gotrik