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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-06-2015
- Office Locations
- 196
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.
Reported data analysis
What the numbers show
Between December 3, 2025 and March 31, 2026, reported AUM increased 27.3%, from $56.3B to $71.6B.
Across 5 reported observations, AUM increased 163.9% between November 9, 2022 and March 31, 2026, from $27.1B to $71.6B.
Of the latest reported AUM, 44.2% is discretionary and 55.8% is non-discretionary.
The firm reports 471 advisory representatives and 23,028 clients, or 48.9 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 196 reported office locations and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full World Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 364 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
SMA allocation detail is available
World Investment Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
World Investment Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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