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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-06-2015
- Office Locations
- 197
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
Owner & Executives
JONATHAN E CURLEY
Chief of Compliance
- CRD
- #827148
- Ownership
- Less than 5%
KATHERINE MACH
Financial Advisor, General Partner, Vice President
- CRD
- #5973447
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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JAMES DONALD ABAGIS
Vice President.
- CRD
- #1388001
Jason Aceituno
Director
- CRD
- #6482246
Showing 2 of 365 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: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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