Insights

Niche Industry Focus World Investment Advisors specializes in serving niche markets such as agribusiness, healthcare, real estate, and transportation, presenting an opportunity to develop tailored financial solutions for organizations within these sectors.

Personalized Service Model With a strong emphasis on building trusted, long-term relationships and customized strategic planning, there is potential to upsell comprehensive wealth management and ancillary financial services to its existing client base.

Technology-Driven Approach Utilizing advanced tech tools like MySQL, PHP, and client engagement platforms suggests openness to innovative financial products and digital solutions, making it a candidate for promoting new fintech integrations or enhancements.

Growth and Expansion Potential Operating with a relatively small team and generating $10 million to $25 million in revenue highlights opportunities for expanding service offerings, increasing client acquisition, or cross-selling to existing niche markets.

Alignment with Larger Firms Given its industry similarities with large firms like Charles Schwab and Fidelity, there is potential for strategic partnerships, referral arrangements, or competitive positioning to capture market share in the financial advisory space.

World Investment Advisors Philadelphia (formerly Wealth Advisory Group) Tech Stack

World Investment Advisors Philadelphia (formerly Wealth Advisory Group) uses 8 technology products and services including MySQL, oEmbed, jQuery, and more. Explore World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s tech stack below.

  • MySQL
    Database
  • oEmbed
    Dev Tools
  • jQuery
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • NextGEN Gallery
    Photo Galleries
  • PHP
    Programming Languages
  • Gravity Forms
    Web Platform Extensions
  • prettyPhoto
    Web Tools And Plugins

Media & News

World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s Email Address Formats

World Investment Advisors Philadelphia (formerly Wealth Advisory Group) uses at least 2 format(s):
World Investment Advisors Philadelphia (formerly Wealth Advisory Group) Email FormatsExamplePercentage
Last@wagadvisors.comDoe@wagadvisors.com
100%

Frequently Asked Questions

Where is World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s headquarters located?

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World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s main headquarters is located at 1055 Westlakes Drive Suite 130 Berwyn, Pennsylvania 19312 United States. The company has employees across 2 continents, including North AmericaAsia.

What is World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s phone number?

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You can contact World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s official website and social media links?

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World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s official website is locations.worldadvisors.com and has social profiles on LinkedIn.

What is World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s NAICS code?

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World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s NAICS code is 52 - Finance and Insurance.

How many employees does World Investment Advisors Philadelphia (formerly Wealth Advisory Group) have currently?

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As of February 2026, World Investment Advisors Philadelphia (formerly Wealth Advisory Group) has approximately 6 employees across 2 continents, including North AmericaAsia. Key team members include Partner/Financial Advisor: J. P.Vice President, Investments: R. N.It Director: W. S.. Explore World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s employee directory with LeadIQ.

What industry does World Investment Advisors Philadelphia (formerly Wealth Advisory Group) belong to?

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World Investment Advisors Philadelphia (formerly Wealth Advisory Group) operates in the Financial Services industry.

What technology does World Investment Advisors Philadelphia (formerly Wealth Advisory Group) use?

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World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s tech stack includes MySQLoEmbedjQueryLightboxNextGEN GalleryPHPGravity FormsprettyPhoto.

What is World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s email format?

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World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s email format typically follows the pattern of Last@wagadvisors.com. Find more World Investment Advisors Philadelphia (formerly Wealth Advisory Group) email formats with LeadIQ.

When was World Investment Advisors Philadelphia (formerly Wealth Advisory Group) founded?

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World Investment Advisors Philadelphia (formerly Wealth Advisory Group) was founded in 1993.

World Investment Advisors Philadelphia (formerly Wealth Advisory Group)

Financial ServicesPennsylvania, United States2-10 Employees

At World Investment Advisors, our dedicated advisors build trusted relationships while delivering personalized financial services and solutions for you. Using our extensive resources and industry expertise we empower you to make informed decisions and approach the future with confidence.

Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions.

We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation.

With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.
The firm's primary mission is to build collaborative and enduring partnerships by creating a customized strategic plan, executing the strategy flawlessly, and assisting our clients to stay the course so they may judiciously preserve and grow their wealth.

Section iconCompany Overview

Headquarters
1055 Westlakes Drive Suite 130 Berwyn, Pennsylvania 19312 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    World Investment Advisors Philadelphia (formerly Wealth Advisory Group)'s revenue is estimated to be in the range of $10M$25M

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