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World Investment Advisors, LLC

● SEC registered since 2015CRD 208512SEC# 801-96193Santa Barbara, CA
Export (members)
Reg. AUM
$56.28B
Employees
413
Accounts
25,897
Location
Santa Barbara, CA

World Investment Advisors, LLC assets under management

World Investment Advisors, LLC is an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2015. It reports $56.3 billion in regulatory assets under management and employs 413 people.

World Investment Advisors, LLC owners & executives

11 reported
NameTitleOwnershipSince
Adam Robert Enter ControlChief Compliance OfficerUnder 5%2024
Jennifer A Tanck ControlEvp/Chief Operating OfficerUnder 5%2017
Jonathan E Curley ControlExecutive Vice PresidentUnder 5%2023
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Frequently asked questions

How much does World Investment Advisors, LLC manage?

World Investment Advisors, LLC reports $56.3 billion in regulatory assets under management on its Form ADV.

How many employees does World Investment Advisors, LLC have?

World Investment Advisors, LLC reports 413 employees.

Where is World Investment Advisors, LLC located?

World Investment Advisors, LLC is based in Santa Barbara, CA and has been SEC-registered since 2015.

Does World Investment Advisors, LLC disclose fund performance?

World Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24 E. Cota Street, Suite 200, Santa Barbara, CA 93101
Phone800-833-1862
Fax732-576-4530
Office hours8:30 a.m. - 4:30 p.m. Pst
SEC regionNew York Regional Office (NYRO)
CIK1652594
Discloses disciplinary historyYes

Assets under management

Discretionary$24.35B
Non-discretionary$31.94B
Total (RAUM)$56.28B