RIA Intel›Advisers›Iowa›WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

WORLD TREND FINANCIAL PLANNING SERVICES, LTD.

Advisory

N·CEDAR RAPIDS, IA

Data as of Jul 15, 2022 · Source: SEC Form ADV

Total AUM

$730M

1-Year AUM Growth

+17.8%

3-Year CAGR

+16.4%

Employees

9

Assets Under Management

Total AUM$730M

Discretionary AUM$15M

Non-Discretionary AUM$715M

Discretionary %2.1%

Total Clients—

Team

Total Employees9

Investment Advisers16

Employee Growth (1Y)—

Filing History

Total Filings on Record34

First FilingJan 9, 2008

Latest FilingJul 15, 2022

🔒 Full AUM trend chart and 34 historical filings spanning 14+ 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 TREND FINANCIAL PLANNING SERVICES, LTD.

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