World Equity Group | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Other
Keywords & Focus Areas
World Equity Group
Overview
World Equity Group (WEG) is a full-service, independent brokerage and investment advisory firm based in Arlington Heights, Illinois. Founded in 1991, the firm operates across all 50 states and Puerto Rico, emphasizing integrity, personalized service, and advisor autonomy. WEG is a member of FINRA, SIPC, and is registered with the Securities & Exchange Commission as an investment advisor.
The firm offers a wide range of financial services, including risk and asset management, investment oversight, retirement income distribution, strategic family wealth planning, and full-service investment banking. WEG focuses on building long-lasting client relationships based on trust and transparency, positioning itself as a "Family CFO" to help clients achieve their financial goals. With over $3 billion in assets under management and a network of more than 180 financial experts, WEG provides tailored solutions for individual investors, families, and corporate clients.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 1991 |
| Revenue | $2.8M |
| Headquarters | 1650 N Arlington Heights Rd, Suite 100, Arlington Heights, IL 60004, United States |
| Languages | English |
| Parent Organization | Wentworth Management Services |
Contact Details
- Phone: +1 847-342-1700
- Website: worldequitygroup.com
- LinkedIn: linkedin.com/company/world-equity-group
- Facebook: facebook.com/pages/World-Equity-Group-Inc
- Twitter: twitter.com/WorldEquityGrp
Key Focus Areas & Initiatives
- Brokerage
- Institutional bonds
- Alternative investments
- Insurance
- Private equity
- Investment advisory
- Family wealth planning
- Risk management
- Estate planning
- Transparent communication
- Broker-dealer
- Pre-IPO investments
- Diversified portfolios
- Client trust
- Global investment opportunities
- Wealth preservation
- Research-driven strategies
- Retirement planning
- Investment banking
- Securities and broker-dealer
- Market navigation
- Full-service solutions
- High-net-worth clients
- Portfolio management
- Client relationships
- Wealth management
- Comprehensive financial plans
- Investment strategies
- Local expertise
- Financial planning
- Other financial investment activities
- Member FINRA SIPC
- Client empowerment
- Personalized financial solutions
- Trust and transparency
- Financial goals
- Financial advisory
- B2B
- B2C
- Financial consulting
- Consulting
- Management consulting
Technologies Used
- Amazon AWS
- Google Font API
- Mobile Friendly
- Nginx
- Salesforce
- Typeform
- reCAPTCHA
Community
