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Important Disclosures

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World Investment Advisors, LLC and World Investments, LLC

World Investment Advisors, LLC: Important Firm Disclosures & Other Resources

If you have any questions, please contact compliance@worldadvisors.com or call (800) 833-1862.

To access World Investment Advisors, LLC's ADV Part 1 and other current ADVs, click  here.

To access the World Investment Advisors ADV Part 2A Wrap Fee Brochure, click here.

To access the World Investment Advisors ADV Part 2A World Advisory Wrap Fee Brochure, click here.

To access the World Investment Advisors ADV Part 2A - Wealth, click here. 

To access the World Investment Advisors ADV Part 2A - Retirement, click here.

To access the World Investment Advisors Relationship Summary (Form ADV3/CRS), click here.

To access the World Investment Advisors, LLC/World Investments, LLC Privacy Policy, click here.

To access our Business Continuity Plan, click here.

To access our client Guide to Fees, click here. 

World Investments, LLC: Important Firm Disclosures & Other Resources

If you have any questions, please contact compliance@worldadvisors.com or call (800) 833-1862.

To access World Investments, LLC’s Relationship Summary (form CRS), please click here.

To access World Investments, LLC’s MSRB Investor Brochure, click here.

To access the World Investment Advisors, LLC/World Investments, LLC Privacy Policy, click here.

To access our Business Continuity Plan, click here.

World Investments, LLC Order Routing Report
Routing Disclosures Made Pursuant to Rule 606 of SEC Regulation NMS

Rule 606 of SEC Regulation NMS requires broker-dealers receiving non-directed customer orders to publicly disclose, on a quarterly basis, the top execution venues to which such orders are routed for execution. Broker-dealers must also disclose material aspects of their relationships with the identified execution venues.

Rule 606 statistics for World Investments, LLC are available for public review at: Order Routing Disclosure Website

To access the BNY Pershing order routing report for World Investments, LLC, please visit the website above and enter “World Investments” in the “Broker-Dealer’s Full Name” search field.