The World Changers Investments, LLC

RIAState Registered
Total AUM
$10.9M
Discretionary
$0
0% of AUM
Avg account
$30.3K
Accounts
360
Employees
2
Advisory reps
2

Firm details

Headquarters
Miami, Florida
CRD number
326532
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, BETTERMENT, FIDELITY BROKERAGE SERVICEDS
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The World Changers Investments, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients on a fee basis (percentage of AUM). The firm describes itself as a capital allocator and provides portfolio management across client segments that include individuals/small businesses and larger business or institutional accounts. Its advisory scope also lists pension consulting services and the selection of other advisers, indicating a role in manager selection and oversight in addition to direct portfolio management. The firm does not identify as an active ESG investor. It reports an affiliation with an insurance company and operates under an individual owner structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Non-Exchange Traded Equities 49%, Cash & Cash Equivalents 1%50%
  • Exchange Traded Equities50%
  • Non-Exchange Traded Equities49%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Fradel Barber

    Fradel Barber

    Chief Executive OfficerCRD 4709285

Contacts

1 of 1
  • Kimberly Gilgeours

    Kimberly Gilgeours

    Managing DirectorCRD 1724769

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
7700 N Kendall Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth