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WORLD EQUITY GROUP, INC.

SCHAUMBURG, IL · CRD 29087 · IAPD ↗ · worldequitygroup.com · 847-342-1700

$1.00BRegulatory AUM
52Advisory reps
165Employees
0Clients
More than 500Planning clients
0Private funds
51States
18Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
June 2026 — WORLD EQUITY GROUP, INC. crossed $1B in regulatory AUM ($944.8M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
June 2025 — WORLD EQUITY GROUP, INC. shrank from 60 to 52 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
79
June 2025 — WORLD EQUITY GROUP, INC. reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2024 — WORLD EQUITY GROUP, INC. shrank from 107 to 60 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.