firm profile
World Investment Advisors, LLC
Overview
World Investment Advisors, LLC is an SEC registered investment adviser based in Lincroft, NJ, registered since 2015. It reports $71.6B in assets under management across 35,849 accounts, with 615 employees. It has 358 investment adviser representatives.
- Reported AUM
- $71.6B
- Discretionary
- 44%
- Accounts
- 35,849
- Average account
- $2M
- Employees
- 615
- Advisory reps
- 358
- Registered since
- 2015
- Jurisdictions
- 52
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Edward Nigel Walters President CRD 2391434
- Jennifer A Tanck Executive Vice President, Chief Operating Officer CRD 4159179
- Jonathan E Curley Chief Compliance Officer CRD 827148
2 more executive officers, with direct contact details
Advisory reps 3 of 358
- James Donald Abagis Investment Adviser Rep CRD 1388001
- Jason Aceituno Investment Adviser Rep CRD 6482246
- Michael Andre Aguado Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4402740
355 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 437 Newman Springs Rd
Lincroft, NJ 07738 - County
- Monmouth
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 52 jurisdictions
Every state, with registration dates
Similar firms near Lincroft
- PGIM, Inc.Newark, NJ$1.1T AUM
- Managed Account Advisors LLCJersey City, NJ$995B AUM
- Ubs Financial Services Inc.Weehawken, NJ$916B AUM
- Metlife Investment Management, LLCWhippany, NJ$564B AUM
- PGIM Investments LLCNewark, NJ$345B AUM
request a demo
See what we have on World Investment Advisors, LLC
We'll walk you through the full profile and how to find more firms like this one.