RIA Intel›Advisers›Michigan›WORLDWIDE CAPITAL ADVISORS, LLC

WORLDWIDE CAPITAL ADVISORS, LLC

Advisory

SOUTHGATE, MI

Data as of Jun 22, 2026 · Source: SEC Form ADV

Rank in MI
#416
of 521 advisers by AUM
Average account
$166K
across 541 accounts
AUM per adviser
$90M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM
$90M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$90M
Discretionary AUM$90M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients541
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, GA, MI, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

MCN INVESTMENT MANAGEMENT CO.
TROY, MI
$90M
WITTENBERG INVESTMENTS INC.
TROY, MI
$89M
ADVANCE WEALTH MANAGEMENT SERVICE, LLC
GRAND RAPIDS, MI
$89M
APPLIED BENEFIT STRATEGIES, INC.
BLOOMFIELD HILLS, MI
$92M
ACTION POINT RETIREMENT GROUP LLC
$88M
HORIZONS PLANNING CORPORATION
ANN ARBOR, MI
$88M

Get the full picture on WORLDWIDE CAPITAL ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WORLDWIDE CAPITAL ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans