P. Worldwide, LLC

Overview

P. Worldwide, LLC is an independent registered investment adviser structured as a sole proprietorship and owned by an individual. The firm focuses on fee-based portfolio management for individuals, families and small businesses, charging a percentage of assets under management. It positions itself as a hands-on advisor rather than a capital allocator: the FINTRX snapshot marks the firm as not serving as a capital allocator and not operating as a multi-state adviser. The firm does not identify as an active ESG investor and it does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices