Garden Ridge, TX 19243 Fm 2252 Office
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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
19243 Fm 2252 Suite 300
Garden Ridge TX 78266
Advisors at this office
7
Advisors at this office
Walter S
Series 66
Garden Ridge, TX
World Investment Advisors, LLC
Walter Salyer is a financial advisor at World Investment Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at World Investment Advisors since 2015, in addition to roles at Pensionmark Securities, LLC, and CapFinancial Securities, LLC. Outside of his advisory work, he occasionally participates in amateur rodeo and team roping events and is involved in horse and hay ranching. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals and various institutional clients, including retirement plans and endowments. The firm offers a range of solutions including advisor-managed and third-party models, employing fundamental, technical, and cyclical analysis supported by advanced trading and monitoring tools.
Benjamin W
CFP®, Series 66
Garden Ridge, TX
World Investment Advisors, LLC
Benjamin Westney is a CFP®-certified financial advisor with 12 years of industry experience. He is currently associated with World Investment Advisors, LLC, where he has worked since 2017. Prior to this, he held roles at Planto Roe Financial Services Inc and Securian Financial Services. Outside of his financial career, Westney performs as a freelance classical cellist at live music events. World Investment Advisors, LLC provides portfolio management and advisory services to individuals, institutional clients, and retirement plans, utilizing both discretionary and non-discretionary strategies supported by model-based and customized portfolios. The firm manages a sizable asset base and offers tax-managed overlay and direct indexing services within a broad advisor network.
Jake S
Series 65
Garden Ridge, TX
World Investment Advisors, LLC
Jake Sandoval is a Series 65-licensed financial advisor with World Investment Advisors, LLC, where he has worked since 2026. Prior to joining the firm, he was self-employed for two years and has experience in real estate and the food industry. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm utilizes model-based and customized portfolio strategies across discretionary and non-discretionary solutions, managing billions in assets under management.
Joe R
Series 66
Garden Ridge, TX
World Investment Advisors, LLC
Joe Ramon is a financial advisor at World Investment Advisors, LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Pensionmark Securities, LLC, PensionMark Financial Group LLC, and LPL Financial. World Investment Advisors, LLC provides portfolio management and advisory services to individuals and institutional clients, including retirement plans and endowments. The firm uses both discretionary and non-discretionary strategies with a mix of model-based and customized portfolios supported by various trading and monitoring platforms.
Clayton B
CFP®, CFA®, Series 66
San Antonio, TX
World Investment Advisors, LLC
Clayton Boone is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is currently with World Investment Advisors, LLC since 2023 and has previous experience at firms including Dimensional Fund Advisors and Brighton Jones. Outside of his primary role, he serves as Managing Director of WD Pensionmark, a wealth management business. 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 utilizes both discretionary and non-discretionary strategies, offering model-based and customized portfolios supported by advanced trading and monitoring tools.
Byron C
Series 63, Series 66
Garden Ridge, TX
World Investment Advisors, LLC
Byron Clark is a financial advisor at World Investment Advisors, LLC with 18 years of industry experience. He holds Series 63 and 66 licenses and has worked previously at Pensionmark Financial Group, United Planners' Financial Services, and Cross Financial Services Corp. Outside of his advisory role, he is a partner in Sundance Trading, LLC, an Amazon online retailer focused on beauty products. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals, institutions, and retirement-plan clients with portfolio management, advisory services, and financial planning. The firm offers both discretionary and non-discretionary solutions through model-based and customized portfolios, alongside access to third-party money managers and data-aggregation tools.
Harold H
Series 63, Series 66
Garden Ridge, TX
World Investment Advisors, LLC
Harold Holtman III is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior work includes roles at Pensionmark Financial Group, Pensionmark Securities, Planto Roe Financial Services, Minnesota Life, and Securian Financial Services. Outside of investment advising, he operates an accounting firm focused on tax preparation and bookkeeping. World Investment Advisors, LLC provides portfolio management and advisory services to individuals and institutional clients, including retirement plans. The firm uses both discretionary and non-discretionary strategies supported by a range of model-based and customized portfolio approaches, managing tens of billions in assets.
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