A complete list of active advisors currently associated with Worldwide Capital Advisors, LLC

Warmer can help you find a great advisor at Worldwide Capital Advisors, LLC or one who fits your needs even better.

Worldwide Capital Advisors, LLC provides discretionary asset management and financial planning and consulting to individuals — including high-net-worth clients — and business entities. The firm reports approximately $84.3 million in assets under management across roughly 380 client relationships. Advisory work is tailored to each client’s goals, time horizon, and risk tolerance and typically includes a written client profile, asset allocation, investment selection, and ongoing portfolio monitoring with discretionary trading authority. The firm uses a mix of analysis methods (fundamental, technical, charting, cyclical), treats cash as an asset class, and performs periodic reviews that include rebalancing and tax-loss harvesting considerations. The firm is notable for maintaining a relatively large client base for a small advisory team — roughly 380 clients — which is uncommon among peers and may affect how services are delivered. The owner also operates an affiliated tax-preparation business (Downriver Income Tax) as an enrolled agent, devoting about 25% of his time to that activity; this affiliation is disclosed as a potential conflict of interest and clients may elect to use other professionals.

To learn more about the advisors currently working at Worldwide Capital Advisors, 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.