WORLD EQUITY GROUP, INC.

CRD 29087 · SEC 801-56328

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425 N MARTINGALE RD, SUITE 1220, SCHAUMBURG, IL, 60173, United States

Phone

847-342-1700

Fax

847-342-5056

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.00B

Discretionary AUM

$939.3M

Team

165 total employees; 52 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-09

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	3029	$364.3M
High net worth individuals	122	$637.0M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://WWW.WORLDEQUITYGROUP.COM/
HTTP://WWW.COMPASSTACTICAL.COM/

Official SEC filing: View on IAPD