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WORLD MARKET ADVISORS

WORLD MARKET ADVISORS, LLC

CRD 306933

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$73.2M

Discretionary AUM

$73.2M

Team

3 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; MONTHLY FEE FOR AGILE FINANCIAL PLAN SERVICE

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPROJECT CONSULTING/BANK ADVISORY SERVICES

Client types

TypeClientsAUM
Individuals37$7.9M
High net worth individuals30$63.0M

All web addresses on file

Official SEC filing: View on IAPD