Barnegat, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and a range of institutional and retirement-plan clients, including 401(k), 403(b), pension, foundation and endowment accounts. Its services encompass wrap-fee programs, the World Managed Account Platform (WorldMAP) with advisor-managed, Cota Street, and third‑party manager models, third‑party money manager access via Envestnet, financial planning, and reporting/data-aggregation tools such as eMoney.
The firm deploys both discretionary and non-discretionary solutions and relies on model-based strategies as well as advisor-created customized portfolios, using fundamental, technical, and cyclical analysis supported by platform trading, rebalancing and monitoring tools (Vestmark, VAS, Envestnet). WIA discloses roughly $31.7 billion in discretionary and $39.9 billion in non-discretionary assets under management as of December 31, 2025, and offers tax-managed overlay and direct indexing (CSDI) services that are monitored and adjusted as part of its model oversight process.
Noteworthy features in WIA’s brochure include affiliations with broker‑dealers such as Goldman Sachs & Co. and World Investments, and multiple affiliated insurance entities (e.g., World Insurance Associates and PPIS), with some advisors also serving as registered representatives or insurance agents — arrangements WIA discloses as potential conflicts of interest. The firm also discloses participation in third‑party‑sponsored educational seminars, operation through a broad advisor network and platform relationships, the retention of portions of certain program fees (Program, TMO, CSDI) that can create economic incentives, and recent material changes reported in its annual brochure.
Based on World Investment Advisors, LLC
Expertise
Based on World Investment Advisors, LLC
Location
Barnegat NJ
Advisors at this office
3
Advisors at this office
Michael S
Series 63, Series 65
Barnegat, NJ
World Investment Advisors, LLC
Michael Sonatore is a financial advisor at World Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the investment field through roles at World Investments, Inc. since 2005 and self-employment since 1987. Besides advisory work, he is engaged in the sales and service of non-variable insurance and annuities through World/TFS Insurance Agency, Inc. World Investment Advisors, LLC provides portfolio management and advisory services to individuals and institutional clients, including retirement plans and endowments. The firm offers a range of investment solutions, including model-based and customized portfolios, utilizing various analytical approaches supported by advanced trading and monitoring platforms.
Kenneth A
CFP®, Series 66
Barnegat, NJ
World Investment Advisors, LLC
Kenneth Ashka is a CFP® with 14 years of industry experience currently affiliated with World Investment Advisors, LLC. He has worked at TFS Securities, Inc. since 2012. Outside of his advisory role, Kenneth is also involved in the sale and service of non-variable insurance and annuities as a licensed insurance agent. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals and institutional clients, including retirement plans and endowments. The firm employs a range of model-based and customized portfolio strategies supported by various trading and monitoring platforms.
Carole T
Series 66
Barnegat, NJ
World Investment Advisors, LLC
Carole Trnka is a financial advisor at World Investment Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has worked at several firms including World Investments, LLC and TestEquity. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals, institutional, and retirement-plan clients. The firm offers a range of solutions including discretionary and non-discretionary strategies, model-based and customized portfolios, as well as tax-managed overlay and direct indexing services.
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