RIA Intel›Advisers›California›WORLD INVESTMENT ADVISORS, LLC

WORLD INVESTMENT ADVISORS, LLC

Advisory

N·SANTA BARBARA, CA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$56.3B

1-Year AUM Growth

+49.1%

3-Year CAGR

+27.3%

Employees

156

Assets Under Management

Total AUM$56.3B

Discretionary AUM$24.3B

Non-Discretionary AUM$31.9B

Discretionary %43.3%

Total Clients17,488

Team

Total Employees156

Investment Advisers413

Employee Growth (1Y)+27.7%

Filing History

Total Filings on Record105

First FilingApr 20, 2015

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 105 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WORLD INVESTMENT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.