World Capital Advisors, LLC

World Capital Advisors, LLC (CRD# 135941) is a financial advisory firm headquartered in Denver, CO. They manage $57,000,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1636 Logan Street, Denver, CO 80203
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $950,000
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
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 Fleck, financial advisor Denver CO
Robert E. Fleck
CRD#: 1348735
1636 Logan Street, Denver, CO 80203

Robert Fleck (CRD# 1348735) is an Investment Advisor Representative working at World Capital Advisors, LLC in Denver, CO and has over 38 years of experience in the finance industry.

2
Lisa Weaver, financial advisor State College PA
Lisa S. Weaver
CRD#: 2557637
409 S. Pugh Street, State College, PA 16801

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.

3
Edward Wuenschell, financial advisor Denver CO
Edward T. Wuenschell
CRD#: 3196420
1636 Logan Street, Denver, CO 80203

Edward Wuenschell (CRD# 3196420) is an Investment Advisor Representative working at World Capital Advisors, LLC in Denver, CO and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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