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$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
15 yrs Firm Age
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- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2011
- Office Locations
- 1
Office Locations
-- Waxhaw NC
About World Trends Wealth Management, LLC
World Trends Wealth Management, LLC is a Waxhaw-based RIA. The firm has been operating for 15 years. Managing $12.0M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley.
Team overview
53 AVG AGE
$12.0M AVG AUM / ADVISOR
$480.0K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
WALTER RUDOLF BAHR
Chief Compliance Officer, Founder
- CRD
- #4041953
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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