World Investment Advisors, LLC

$71.64BAssets under management
as of Sep 2026 · SEC Form ADV
Lincroft, NJ
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Tech stack

No one at World Investment Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into World Investment Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $9.4B held · filed Nov 2024
Empower
Per Form ADV · $4.4B held · filed Nov 2024