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| World Investment Advisors LLC
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|---|---|
| CRD # | 208512 |
| SEC # | 801-96193 |
| CIK # | 0001652594 |
| AUM | $71.6 B (2026-03-31) |
| Employees | 413 (38% Investors, 48% Brokers) |
| Phone | 888-201-5488 |
| Address | 24 E Cota Street Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Church & Dwight Co Inc /DE/ | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,635 | 2.8 |
| (b) Individuals (high net worth individuals) | 1,769 | 3.7 |
| (c) Banking or thrift institutions | 2 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 105 | 0.5 |
| (g) Pension and profit sharing plans | 3,552 | 45.9 |
| (h) Charitable organizations | 226 | 2.8 |
| (i) State or municipal government entities | 61 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 138 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 25,897 | 56.3 |
| By Discretionary | ||
| Discretionary | 23,348 | 24.3 |
| Non-Discretionary | 2,549 | 31.9 |
| Total | 25,897 | 56.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 56.3 | |
| Total | 25,897 | 56.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001652594] | |
| D | [0001652594] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mercer Global Advisors Inc
✚
|
CO | 84.4 |
|
Truist Advisory Services Inc
✚
|
GA | 77.4 |
|
Invesco Asset Management Japan Limited
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|
76.1 | |
|
Goldman Sachs Asset Management Co Ltd
✚
|
71.8 | |
|
Meeder Public Funds Inc
✚
|
OH | 70.2 |
|
Betterment LLC
✚
|
NY | 69.5 |
|
IEQ Capital LLC
✚
|
CA | 56.8 |
|
Citigroup Global Markets Inc
✚
|
NY | 56.0 |
|
Moneta Group Investment Advisors LLC
✚
|
MO | 50.5 |
|
AE Wealth Management LLC
✚
|
KS | 49.8 |