Plymouth, MA Main Street Extension 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
34 Main Street Extension
Plymouth MA 02360
Advisors at this office
4
Advisors at this office
Susan S
Series 63, Series 65
Plymouth, MA
World Investment Advisors, LLC
Susan Schieding is a financial advisor at World Investment Advisors, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Pensionmark Financial Group, Boston Harbor Wealth Advisors, and Raymond James. Outside of her advisory role, she is involved with JMJ Plymouth, LLC, an entity created solely for tax purposes. 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 offers a range of discretionary and non-discretionary solutions, utilizing model-based strategies and customized portfolios supported by various trading and monitoring platforms.
John D
Series 63, Series 66
Plymouth, MA
World Investment Advisors, LLC
John Donaruma is a financial advisor at World Investment Advisors, LLC with 28 years of industry experience. His background includes roles at Deutsche Bank Securities Inc., Raymond James Financial Services, and Thomas Weisel Partners LLC. He holds Series 63 and Series 66 designations. Donaruma is also involved with Boston Harbor Wealth Advisors LLC and owns JMJ Plymouth LLC, both non-investment related support companies. 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 offers a range of solutions including wrap-fee programs, advisor-managed accounts, third-party manager access, and tax-managed overlay and direct indexing services.
Michael H
Series 63, Series 65
Plymouth, MA
World Investment Advisors, LLC
Michael Hulett is a financial advisor with World Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Pensionmark Financial Group, Boston Harbor Wealth Advisors, and Raymond James Financial Services. Hulett is also licensed to sell life, variable, and disability insurance, though he is not currently active in this capacity. 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, employing model-based and customized portfolio strategies supported by advanced trading and monitoring tools.
John S
Series 63, Series 65
Plymouth, MA
World Investment Advisors, LLC
John Smith is a financial advisor at World Investment Advisors, LLC with 40 years of industry experience. His career includes roles at Raymond James Financial Services, Deutsche Bank Securities Inc., and Thomas Weisel Partners LLC. He holds Series 63 and Series 65 licenses and operates out of Plymouth, MA. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals and a variety of institutional and retirement-plan clients. The firm offers both discretionary and non-discretionary solutions, utilizing model-based strategies and customized portfolios supported by multiple platform tools.
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