World Equity Group, INC.
Schaumburg, IL·SEC-registered · CRD #29087
World Equity Group, INC. is an SEC-registered investment advisory firm in Schaumburg, IL managing $1.0B across 3.1k client accounts, with 52 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
3.1k
Advisory staff
52
Fee model
Fee-based
How World Equity Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about World Equity Group, INC.
How much does World Equity Group, INC. manage?
Per its most recent SEC Form ADV filing (06/09/2026), World Equity Group, INC. reports $1.0B in regulatory assets under management across roughly 3.1k client accounts.
How does World Equity Group, INC. charge?
World Equity Group, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is World Equity Group, INC. a fiduciary?
Yes. World Equity Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #29087), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is World Equity Group, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks World Equity Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Schaumburg, IL
Profile compiled from World Equity Group, INC.'s public SEC Form ADV filing (CRD #29087, filed 06/09/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of World Equity Group, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with World Equity Group, INC.? Claim this profile.