WORLD INVESTMENT ADVISORS, LLC

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UUIDf9d29a4c-ab15-5ab2-a987-2c80c71973f7

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:53

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	208512	208512	—	1.0
cik	0001652594	1652594	—	—
sec_file_number	801-96193	801-96193	—	—

Profile

WebsiteHTTP://SWM3.COM

HQ CitySANTA BARBARA

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)56,284,395,644.0
RAUM (discretionary)24,345,157,752.0
Actionable assets53,496,968,311.0
Accounts25,897.0

Institutional Clients

Government AUM388,666,622.0
Pension AUM45,911,398,358.0
Charitable AUM2,816,383,723.0
HNW AUM3,738,325,165.0

As of 2025-05-29 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CURLEY, JONATHAN, E	EXECUTIVE VICE PRESIDENT	OFFICER	—	{"filing_id": "2018324", "owner_id": "827148", "source": "adv_part1", "table": "Schedule_A_B"}
ENTER, ADAM, ROBERT	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2018324", "owner_id": "5152338", "source": "adv_part1", "table": "Schedule_A_B"}
HAMMOND, TROY, GLEN	CEO/PRESIDENT	OFFICER	—	{"filing_id": "2018324", "owner_id": "2254232", "source": "adv_part1", "table": "Schedule_A_B"}
MACH, KATHERINE	VP, RIA OPERATIONS	OFFICER	—	{"filing_id": "2018324", "owner_id": "5973447", "source": "adv_part1", "table": "Schedule_A_B"}
TANCK, JENNIFER, A	EVP/CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2018324", "owner_id": "4159179", "source": "adv_part1", "table": "Schedule_A_B"}
WIA HOLDINGS, LLC	OWNER	OFFICER	—	{"filing_id": "2018324", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WOODS, MICHAEL, SEAN	EXECUTIVE VICE PRESIDENT	OFFICER	—	{"filing_id": "2018324", "owner_id": "2453768", "source": "adv_part1", "table": "Schedule_A_B"}
CB CLOCKWORK MIDCO, LLC	OWNER	EMPLOYEE	—	{"filing_id": "2018324", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CB CLOCKWORK PARENT, LLC	OWNER	EMPLOYEE	—	{"filing_id": "2018324", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CB WORLD MANAGEMENT, LLC	OWNER	EMPLOYEE	—	{"filing_id": "2018324", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WORLD ASSOCIATES HOLDINGS, LLC	OWNER	EMPLOYEE	—	{"filing_id": "2018324", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/25/2025 05:44:02 PM",
  "filing_id": "2018324",
  "reg_type": "IA"
}
```