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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 170 | 165 | decreased by5 |
| Jun 1, 2026 | AUM | $944,844,374 | $1,001,368,180 | increased by$56,523,806 |
| Jun 1, 2026 | Accounts | 3,151 | 2,999 | decreased by152 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 190 | 170 | decreased by20 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 3,109 | 3,151 | increased by42 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $858,545,669 | $944,844,374 | increased by$86,298,705 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 3,103 | 3,151 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 164 | 190 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4,608 | 3,109 | decreased by1,499 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,115,219,612 | $858,545,669 | decreased by$256,673,943 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,608 | 3,103 | decreased by1,505 |
| Apr 1, 2022 | Employees | 166 | 164 | decreased by2 |
| Apr 1, 2022 | Clients | 2,964 | 4,608 | increased by1,644 |
| Apr 1, 2022 | AUM | $1,026,744,527 | $1,115,219,612 | increased by$88,475,085 |
| Apr 1, 2022 | Accounts | 4,447 | 4,608 | increased by161 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WORLD EQUITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WORLD EQUITY” may also match similarly-named firms). Confirm identity against each filing.
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.