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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- VitalPathway
- Established Date
- 05-06-2015
- Office Locations
- 187
Office Locations
About World Investment Advisors, LLC
World Investment Advisors is an advisory network delivering personalized wealth management and retirement plan consulting for individuals and employers, while providing resources to help affiliated advisors grow their practices. The firm operates across retail and institutional channels, emphasizing financial planning, portfolio construction, and tax-aware asset allocation, with custody support including Charles Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN E CURLEY
Advisor, Chief Compliance Officer, Investment Advisor
- CRD
- #827148
- Ownership
- Less than 5%
KATHERINE MACH
Financial Advisor, General Partner, Vice President
- CRD
- #5973447
- Ownership
- Less than 5%
Ember signal
Quantum legacy frontier
- CRD
- #73869
- Ownership
- 48.0%
Showing 2 of 5 owners & executives
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JAMES DONALD ABAGIS
--
- CRD
- #1388001
Jason Aceituno
Director
- CRD
- #6482246
Wave frontier
Quantum summit
- CRD
- #10637
Showing 2 of 362 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,700,168,817 | $964,616 |
| Non-Discretionary | $39,941,015,822 | $13,376,094 |
| Total | $71,641,184,639 | $1,998,415 |
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Separately Managed Accounts
Total SMA Asset: $70,962,310,006
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $497,555,923 | 23.9% |
| Equity - Exchange | $899,347,945 | 43.2% |
| Cash | $684,920,078 | 32.9% |
| Total | $2,081,823,946 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST HORIZON OAK | BRIDGE UNISON | CV7CLPE7J | CJLEJ | 1.55% | $72,910,057 |
| SIGNAL FOUNDATION | PIONEER ALPHA | IBIW0GBFA | EKE | 11.56% | $35,537,019 |
| BEACON HORIZON QUANTUM | BRIDGE BEACON | CV6CQKT6J | LFELI | 9.34% | $97,073,203 |
| TIMBER BRIDGE | HORIZON LEGACY | 6V2QEUWOI | DJFV | 1.14% | $46,615,846 |
| RADIAL RIDGE MATRIX | WAVE CATALYST | VKOJ1WQDY | SDZPW | 2.32% | $64,240,660 |
| ALPHA SUMMIT ALPHA | SIGNAL PEAK | SMGHY8W2B | LQRI | 1.37% | $23,335,895 |
| GLACIER ELEMENT FOCUS | VECTOR NORTH | YP4CHLFP9 | ROM | 12.56% | $116,418,692 |
| FOCUS HARBOR | ZENITH GLACIER | TX3VPEWTX | PAVBI | 11.46% | $79,348,812 |