RIA Intel›Advisers›North Carolina›LIGMA WORLDWIDE, LLC

LIGMA WORLDWIDE, LLC

Advisory

NC

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account
$132K
across 69 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$9M
Discretionary %
100%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

LIBERATED INVESTOR ADVISORS, LLC
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COVENANT INVESTMENT SOLUTIONS L.L.C.
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$9M
CLW FINANCIAL PLANNING LLC
$9M
GRAND STREET CAPITAL MANAGEMENT, L.L.C.
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$9M
FLORES BAYNE LLC
$9M
GREY CAPITAL MANAGEMENT LLC
CHARLOTTE, NC
$9M

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