SCHAUMBURG, ILCRD 29087Latest ADV December 23, 2025
World Equity Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Schaumburg, IL. Its latest Form ADV filing, dated December 23, 2025, reports $945M in regulatory assets under management, 170 employees, 37 offices, and 3,151 accounts.
Assets Under Management
$945M
Employees
170
Offices
37 offices
Total Clients
3,151
Primary office
SCHAUMBURG, IL
425 N MARTINGALE RD, SUITE 1220, SCHAUMBURG, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.1% of total clients.
Top client categories% of clientsClients
1
Individuals
96.1%
3,029
2
HNWI
3.9%
122
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$945Mas of December 23, 2025
Discretionary90.8%
$858M
91% of total RAUM90.8%
Non-discretionary9.2%
$87M
9% of total RAUM9.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$945M
Total Accounts3,151
10Y AUM Change+$454M (+92.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees170
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.