World Market Advisors, Llc
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ADV data as of Jul 14, 2026
- Regulatory AUM
- $73.2M
- Discretionary
- $73.2M
- Clients
- 67
- Avg AUM / client
- $1.1M
- Accounts
- 218
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 37 | $7.9M | 10.7% |
| High net worth individuals | 30 | $63.0M | 86.0% |
| Banking or thrift institutions | Fewer than 5 clients | $0 | — |
| Pension and profit sharing plans | Fewer than 5 clients | $3.4K | 0.0% |
| Charitable organizations | Fewer than 5 clients | $2.4M | 3.22% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Robert Tengdin | Registered representative | CFA | Feb 2020 (6y) | |
| Linda Marie Armstrong | Registered representative | Aug 2023 (3y) | ||
| Daniel Flint Megill | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • MONTHLY FEE FOR AGILE FINANCIAL PLAN SERVICE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Interactive Brokers $50.6M (69% of AUM) Jul 2026
- SEI Private Trust $22.6M (31% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗