Investment adviser · CRD 29087
WORLD EQUITY GROUP, INC.
Investment adviser filing (IA)
SCHAUMBURG, IL, United States · Form ADV filed Jun 9, 2026
- Regulatory AUM
- $1B Form ADV · Item 5.F
- Client accounts
- 2,999 Accounts, not individual clients
- Employees
- 165 Reported in this filing
- Advisory professionals
- 52 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 122 | $637,036,915 | 63.6% |
| Individuals | 3,029 | $364,331,265 | 36.4% |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2112125 · Jun 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MIDWAY VENTURE PARTNERSPrivate Equity Fund · Last reported Mar 31, 2022$75MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MARCUM LLC
PCAOB 688
Fund details & source
- Fund ID
- 805-8353671083
- Reported beneficial owners
- 50
- Minimum commitment
- $50K
Form ADV 1635459 · Mar 31, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WEG FUND I, LLCPrivate Equity Fund · Last reported Mar 31, 2022$75MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
MARCUM LLC
PCAOB 688
Fund details & source
- Fund ID
- 805-3147361750
- Reported beneficial owners
- 50
- Minimum commitment
- $50K
Form ADV 1635459 · Mar 31, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 9, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
425 N MARTINGALE RD, SUITE 1220SCHAUMBURG, IL, 60173, United States
CRD 29087
Filing source
Form ADV 2112125 · Jun 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.