← Directory
WORLD INVESTMENT ADVISORS, LLC
CRD 208512File 801-96193
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$71.64B
Top 10% of cohort (national)
Discretionary AUM
$31.70B
Non-discretionary $39.94B
Clients
23,021
35,849 accounts
Employees
615
Top 10% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 6, 2015
- Principal office
- 437 NEWMAN SPRINGS ROAD, LINCROFT, NJ, 07738
- Phone
- 800-833-1862
- Website
- https://x.com/PensionmarkM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $71.64B
- Discretionary AUM
- $31.70B
- Non-discretionary AUM
- $39.94B
- Discretionary accounts
- 32,863
- Non-discretionary accounts
- 2,986
- Total accounts
- 35,849
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 209 | $426.6M |
| Charitable organizations | 238 | $3.60B |
| High net worth individuals | 2,165 | $5.73B |
| Pooled investment vehicles | 2 | $678.9M |
| Banking or thrift institutions | Fewer than 5 | $3.2M |
| Pension and profit sharing plans | 3,742 | $56.04B |
| State or municipal government entities | 61 | $346.7M |
| Individuals (other than high net worth individuals) | 16,604 | $4.81B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.