World Capital Advisors, LLC

World Capital Advisors, LLC (CRD# 135941) is a financial advisory firm headquartered in , . They manage $268,693,812 in 87 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    269
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $3,088,435
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA, VA

Financial Advisors at World Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert E. Fleck
CRD#: 1348735
Manakin-Sabot, VA
96
Wealthminder
score

Robert Fleck (CRD# 1348735) is an Investment Advisor Representative working at World Capital Advisors, LLC in Manakin-Sabot, VA and has over 31 years of experience in the finance industry. Robert Fleck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Edward T. Wuenschell
CRD#: 3196420
Manakin-Sabot, VA
93
Wealthminder
score

Edward Wuenschell (CRD# 3196420) is an Investment Advisor Representative working at World Capital Advisors, LLC in Manakin-Sabot, VA and has over 17 years of experience in the finance industry.

3
Lisa S. Weaver
CRD#: 2557637
409 S. Pugh Street, State College, PA 16801
87
Wealthminder
score

Lisa Weaver (CRD# 2557637) is an Investment Advisor Representative working at World Capital Advisors, LLC in State College, PA and has 1 year of experience in the finance industry.

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