World Investment Advisors, LLC
Registered investment adviser · Lincroft, NJ · CRD #208512
Form ADV data as of 2026-09-01Regulatory assets
$71.64 billion
Total accounts
35,849
Employees
615
Disclosure events
31
Firm details
- Website: https://x.com/pensionmarkm
- Telephone: 800-833-1862
- SEC file number: 801-96193
- Most recent Form ADV filing: 2026-03-31
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 7 disclosure questions answered Yes, covering 31 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator found a false statement, omission, or dishonest, unfair, or unethical conduct
- Another regulator found a violation of investment-related regulations or statutes
- Another regulator found the firm caused a business to lose or have its authorization restricted
- Another regulator entered an order in connection with investment-related activity (past 10 years)
- Another regulator denied, suspended, or revoked a registration or restricted activity
- A self-regulatory organization found a violation of its rules
- A self-regulatory organization expelled, suspended, barred, or restricted the firm
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $31.70 billion |
| Non-discretionary regulatory assets under management | $39.94 billion |
| Total regulatory assets under management | $71.64 billion |
| Discretionary accounts | 32,863 |
| Non-discretionary accounts | 2,986 |
| Total accounts | 35,849 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 615 |
| Employees performing investment advisory functions (including research) | 471 |
| Employees who are registered representatives of a broker-dealer | 205 |
| Employees registered as investment adviser representatives with a state | 249 |
| Employees registered as IARs for another investment adviser | 5 |
| Employees who are licensed insurance agents | 94 |
| Firms or persons who solicit advisory clients on the firm's behalf | 7 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | No |
| Client funds and securities held in the firm's custody | $1.39 billion |
| Clients for whom the firm has custody | 4,494 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 6 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 16,604 | $4.81 billion |
| High net worth individuals | 2,165 | $5.73 billion |
| Banking or thrift institutions | Not reported | $3.2 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 2 | $678.9 million |
| Pension and profit sharing plans (not the participants or government plans) | 3,742 | $56.04 billion |
| Charitable organizations | 238 | $3.60 billion |
| State or municipal government entities (including government pension plans) | 61 | $346.7 million |
| Corporations or other businesses not listed above | 209 | $426.6 million |