Overview
Assets Under Management: $123 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 79
Average Client Assets: $1.3 million
Frequently Asked Questions
WORLDVIEW WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138891), WORLDVIEW WEALTH ADVISORS is subject to fiduciary duty under federal law.
WORLDVIEW WEALTH ADVISORS is headquartered in LAKE OSWEGO, OR.
WORLDVIEW WEALTH ADVISORS serves 79 high-net-worth clients according to their SEC filing dated May 23, 2018. View client details ↓
According to their SEC Form ADV, WORLDVIEW WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WORLDVIEW WEALTH ADVISORS manages $123 million in client assets according to their SEC filing dated May 23, 2018.
According to their SEC Form ADV, WORLDVIEW WEALTH ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.78%
Average Client Assets: $1.3 million
Total Client Accounts: 118
Discretionary Accounts: 114
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 138891
Filing ID: 1219920
Last Filing Date: 2018-05-23 21:08:00