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WORLDWIDE CAPITAL ADVISORS, LLC
CRD 159924
13317 REECK CT, SOUTHGATE, MI, 48195, United States
Phone
734-246-4774
Fax
734-246-2972
Registration
— (—)
Source
State registered
Total AUM
$84.3M
Discretionary AUM
$84.3M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $48.2M |
| High net worth individuals | 30 | $35.6M |
| Corporations/business entities | 2 | $130K |
Official SEC filing: View on IAPD