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| World Investments Inc
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|
|---|---|
| CRD # | 20626 |
| SEC # | 801-56426 |
| CIK # | |
| AUM | $1.7 B (2025-10-30) |
| Employees | 217 (54% Investors, 100% Brokers) |
| Phone | 732-758-9300 |
| Address | 437 Newman Springs Rd Lincroft, NJ 07738 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,281 | 1,665.4 |
| (b) Individuals (high net worth individuals) | 192 | 69.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,697 | 1,734.8 |
| By Discretionary | ||
| Discretionary | 4,398 | 1,636.4 |
| Non-Discretionary | 299 | 98.4 |
| Total | 4,697 | 1,734.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,734.8 | |
| Total | 4,697 | 1,734.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GFI Investment Counsel Ltd
✚
|
1.8 | |
|
Intrua Financial LLC
✚
|
TX | 1.7 |
|
Sapient Private Wealth Management Services LLC
✚
|
OR | 1.7 |
|
Financial Security Advisory Inc
✚
|
VA | 1.7 |
|
Amplius Wealth Advisors LLC
✚
|
PA | 1.7 |
|
Meridian Wealth Advisors LLC
✚
|
TX | 1.7 |
|
WBH Advisory Inc
✚
|
MD | 1.7 |
|
Feldman Ingardona & Co
✚
|
IL | 1.7 |
|
RW Investment Management LLC
✚
|
ID | 1.7 |
|
Catalyst Financial Partners LLC
✚
|
MA | 1.7 |