A complete list of active advisors currently associated with World Trends Wealth Management, LLC

Warmer can help you find a great advisor at World Trends Wealth Management, LLC or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individual clients, managing roughly $12 million in client assets for about a dozen households. Services are offered directly by the sole advisor and focus on portfolio management and ongoing financial planning for private clients. Client relationships are handled on a one-advisor basis with no internal supervisor, allowing the advisor to manage planning and investment decisions personally; the principal has been with the current RIA for over a decade and previously held roles as a registered representative and an investment adviser representative. This history indicates experience in both broker-dealer and advisory settings that informs how the firm works with clients. The firm’s principal holds a Doctorate in Chiropractic, an educational background that is uncommon among advisors and may shape the advisor’s perspective or client relationships. The brochure discloses a Chapter 13 bankruptcy filed in 2017 and discharged in 2021, and it also states the advisor is not engaged in other business activities nor receives economic benefits from non-clients, distinguishing the firm from the small minority of independents that sell other financial products.

To learn more about the advisors currently working at World Trends Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.