Irvine, CA Mac Arhtur Blvd. 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
18872 Mac Arhtur Blvd., Suite 410
Irvine CA 92614
Advisors at this office
7
Advisors at this office
Maren C
Series 65
Irvine, CA
World Investment Advisors, LLC
Maren Cuykendall is a financial advisor at World Investment Advisors, LLC with 14 years of industry experience. She holds a Series 65 designation and has previously worked at Pensionmark Financial Group, LLC, Retirement Wellness Group, LLC, and Penniall & Associates, Inc. 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 offers a range of model-based and customized portfolio strategies supported by advanced trading, rebalancing, and monitoring tools.
Nancy U
Series 63, Series 65
Irvine, CA
World Investment Advisors, LLC
Nancy Ulloa is a financial advisor at World Investment Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Clearview 401k Consultants, Inc., Pensionmark Securities, LLC, and Pensionmark Financial Group, LLC. In addition to her advisory role, she manages operations and client interactions at Clearview 401k Consultants, Inc. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and institutional clients, including retirement plans. The firm offers portfolio management through a variety of models and platforms, combining discretionary and non-discretionary strategies with fundamental, technical, and cyclical analysis.
Marek P
Series 66
Irvine, CA
World Investment Advisors, LLC
Marek Pfeil is a financial advisor at World Investment Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including SageView Advisory Group and Cetera Advisor Networks. Pfeil participates as a council member and expert network member for research firms Gerson Lehrman Group and Guidepoint Global, providing information on investment management and retirement industries. World Investment Advisors, LLC is an SEC-registered investment adviser offering portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm employs both discretionary and non-discretionary solutions, utilizing model-based and customized portfolios supported by various trading and monitoring platforms.
Jonathan M
Series 65
Irvine, CA
World Investment Advisors, LLC
Jonathan Martinez is a financial advisor at World Investment Advisors, LLC in Irvine, CA, holding a Series 65 designation with nine years of industry experience. He previously worked at Pensionmark Financial Group, LLC, LPL Financial, LLC, and BPM Advisors, Inc. World Investment Advisors, LLC is an SEC-registered investment adviser that provides portfolio management and advisory services to individuals and various institutional and retirement-plan clients. The firm utilizes both discretionary and non-discretionary solutions and offers a range of investment strategies supported by advanced trading and monitoring platforms.
Ryan G
Series 63, Series 65
Irvine, CA
World Investment Advisors, LLC
Ryan Gensicke is a financial advisor at World Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at World Investments, Inc., Pensionmark Securities, LLC, Clearview 401(k) Consultants Inc., and ADP, among others. In addition to his advisory work, he is involved in selling term life and other non-variable insurance products. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutional, and retirement-plan clients. The firm offers a range of discretionary and non-discretionary solutions, utilizing model-based and customized portfolio strategies supported by various trading and monitoring platforms.
Shannon M
CFP®, Series 63, Series 65
Irvine, CA
World Investment Advisors, LLC
Shannon Main is a CFP® with 31 years of industry experience and is affiliated with World Investment Advisors, LLC. She has held roles at Pensionmark Fg, Llc Dba Fiduciary Retirement Advisory Group since 2017, where she also serves as President and CEO. Prior to that, she worked at Penniall Retirement Advisors and United Planners' Financial Services. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals and a variety of institutional and retirement-plan clients. The firm offers portfolio management and advisory services through discretionary and non-discretionary solutions, utilizing model-based and customized strategies supported by multiple trading and monitoring platforms.
David V
CFP®, Series 63, Series 65
Irvine, CA
World Investment Advisors, LLC
David Vaughan is a CFP® with 22 years of industry experience and is currently affiliated with World Investment Advisors, LLC. He has held positions at several firms, including PensionMark Financial Group and Securities America. In addition to his advisory work, he engages in life and health insurance sales. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals, institutions, and retirement-plan clients. The firm offers both discretionary and non-discretionary portfolio management through various model-based and customized strategies, employing fundamental and technical analysis supported by integrated trading and reporting platforms.
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