# World Financial Assets Advisory

> World Financial Assets Advisory is a state-registered investment advisory firm in Baltimore, MD, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2025.

- CRD: 122363
- Filed as: WORLD FINANCIAL ASSETS ADVISORY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: September 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122363
- AdvisorCensus page: https://advisorcensus.com/firm/world-financial-assets-advisory-baltimore-md-122363

## Quick answers

**How is World Financial Assets Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), World Financial Assets Advisory reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is World Financial Assets Advisory located?**
World Financial Assets Advisory's principal office is in Baltimore, MD, according to its Form ADV.

**Is World Financial Assets Advisory registered with the SEC or a state?**
World Financial Assets Advisory is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 122363.

**How much does World Financial Assets Advisory manage?**
World Financial Assets Advisory reports $4,300,000 in regulatory assets under management in its Form ADV filing dated September 30, 2025 (0% discretionary).

**Does World Financial Assets Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122363

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,300,000
- Discretionary: $0
- Non-discretionary: $4,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $4,300,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. World Financial Assets Advisory (CRD 122363): Form ADV filing data as of October 2026.