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WORLD EQUITY GROUP, INC.
CRD 29087File 801-56328
APPROVED
Retail clients
Disclosure events
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.00B
Above cohort median (national)
Discretionary AUM
$939.3M
Non-discretionary $62.0M
Clients
3,151
2,999 accounts
Employees
165
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 26, 1999
- Principal office
- 425 N MARTINGALE RD, SUITE 1220, SCHAUMBURG, IL, 60173
- Phone
- 847-342-1700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.00B
- Discretionary AUM
- $939.3M
- Non-discretionary AUM
- $62.0M
- Discretionary accounts
- 2,887
- Non-discretionary accounts
- 112
- Total accounts
- 2,999
- AUM per client
- $318K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 122 | $637.0M |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 3,029 | $364.3M |
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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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
- Q11D4
- 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.