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firm profile

World Equity Group, Inc.

BDRIA Schaumburg, IL CRD 29087 Last verified October 2026

Overview

World Equity Group, Inc. is a Broker Dealer and registered investment adviser based in Schaumburg, IL, registered since 1992. It reports $1B in assets under management across 2,999 accounts, with 165 employees. Its 142 registered representatives work across 54 branch offices in 19 states.

Reported AUM
$1B
Discretionary
94%
Accounts
2,999
Average account
$334K
Employees
165
Registered reps
142
Branch offices
54
Registered since
1992

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Financial Planning
  • Individuals or Small Business
  • Periodicals or Newsletters
  • Selection of Other Advisors
Client types
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Products and services
  • Alternative Investments
  • Corporate Bonds
  • Derivatives
  • Insurance
  • Investment Advisory Services
  • Limited Partnerships Primary Distributions
  • Municipal Securities Broker
  • Mutual Fund/Retailer
  • Mutual Funds
  • Oil & Gas Partnerships
  • Options
  • Private Placements
  • 6 more

Executive officers 3 of 5

2 more executive officers, with direct contact details

Registered reps 3 of 142

139 more registered reps, with emails, phones and branch locations

Location

Headquarters
425 N Martingale Rd Ste 1220
Schaumburg, IL 60173
County
Cook
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
Region
Midwest
Branch offices
54 in 19 states, including Lakeland, FL, Libertyville, IL and Bozeman, MT

Registrations

  • SEC registered, corporation formed in Illinois
  • Registered in 53 jurisdictions
  • Website: worldequitygroup.com

Every state, with registration dates

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