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| Happy Holidays!! thanks for using AUM13F!! |
| World Investment Advisors LLC
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| CRD # | 208512 |
| SEC # | 801-96193 |
| CIK # | 0001652594 |
| AUM | $56.3 B (2025-05-29) |
| Employees | 413 (38% Investors, 48% Brokers) |
| Phone | 888-201-5488 |
| Address | 24 E Cota Street Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001652594 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Church & Dwight Co Inc /DE/ | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($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 - 2025 |
|---|---|---|
| 13F-HR | [0001652594] | |
| D | [0001652594] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Truist Advisory Services Inc
✚
|
GA | 67.7 |
|
Fiducient Advisors LLC
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|
IL | 67.6 |
|
Goldman Sachs Asset Management Co Ltd
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|
67.6 | |
|
Rathbones Investment Management Limited
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|
67.0 | |
|
Invesco Asset Management Japan Limited
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|
61.5 | |
|
Mercer Global Advisors Inc
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|
CO | 60.3 |
|
Betterment LLC
✚
|
NY | 56.4 |
|
Citigroup Global Markets Inc
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|
NY | 46.9 |
|
Avantax Advisory Services Inc
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|
TX | 46.1 |
|
Mawer Investment Management Ltd
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|
45.9 |