World Investment Advisors, LLC

RIASEC RegisteredEst. 2015
Total AUM
$71.6B
Discretionary
$31.7B
44% of AUM
Avg account
$2M
Accounts
35,849
Employees
615
Advisory reps
364

Firm details

Headquarters
Lincroft, New Jersey
CRD number
208512
Registered since
May 6, 2015
Website
worldadvisors.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, EMPOWER FINANCIAL SERVICES, INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans78.23%
  • HNWI8%
  • Individuals6.71%
  • Charitable Organizations5.02%
  • Pooled Investment Vehicles0.95%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

World Investment Advisors, LLC is a fee-based investment adviser organized as an LLC and registered with the SEC since 2015. The firm manages portfolios and delivers financial planning for a mix of individual, family and institutional clients. Its advisory services span individual and small-business portfolio management, pooled vehicle oversight, pension consulting and adviser selection. The firm also produces written periodic content and runs educational seminars and workshops. Fees are charged via percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Exchange Traded Equities 4%, Cash & Cash Equivalents 2%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 15
  • Michael Woods

    Michael Woods

    Chief Growth OfficerCRD 2453768

  • Jonathan Curley

    Jonathan Curley

    Global Chief Compliance OfficerCRD 827148

  • Gerald Costa

    Gerald Costa

    Chief Operating OfficerCRD 4960694

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Contacts

3 of 349
  • Susy Peddle

    Susy Peddle

    Director of Client ServicesCRD 6927133

  • Derek Holt

    Derek Holt

    Director of Wealth Management and PlanningCRD 7893502

  • Jeffrey Seymour

    Jeffrey Seymour

    Registered RepresentativeCRD 2255321

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 945

Active vs passive

$4B in ETFs

Passive

73%

$2.9B

Active

19%

$1.1B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$143M236,3043.62%
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Location

Primary office

Lincroft, NJ

Monmouth

Location

Lincroft, NJ

Headquartered in Lincroft, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Monmouth
Address
437 Newman Springs Rd
Time zone
ET (UTC-5)
Office locations

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