RIA Intel›Advisers›North Carolina›WORLD TRENDS WEALTH MANAGEMENT, LLC

WORLD TRENDS WEALTH MANAGEMENT, LLC

Advisory

NC

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$364K
across 33 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
12
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$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
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.

SCW WEALTH MANAGEMENT, LLC
$12M
COASTAL INVESTMENT ADVISORS INC
WILMINGTON, NC
$12M
-82.5% 1Y
OPEN WORLD FINANCIAL PLANNING LLC
$12M
OHERRON & CO INC
RALEIGH, NC
$12M
-73.7% 1Y
MAVEN CAPITAL, LLC
CHARLOTTE, NC
$12M
-38.9% 1Y
TRUSTSTONE WEALTH PARTNERS, LLC
CHAPEL HILL, NC
$12M

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