WORLD EQUITY GROUP, INC.
CRD #29087 SEC #801-56328 SCHAUMBURG, IL 847-342-1700
SEC Registered Broker-Dealer Disclosures
Total AUM
$944.8M
Discretionary
$857.9M
Employees
170
Clients
--
Accounts
3,151
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $944.8M | $857.9M | $86.9M | 170 | 0 |
| May 2025 | $944.8M | $857.9M | $86.9M | 170 | 0 |
| Aug 2024 | $858.5M | $775.8M | $82.8M | 190 | 0 |
| May 2024 | $858.5M | $775.8M | $82.8M | 190 | 0 |
| Mar 2024 | $858.5M | $775.8M | $82.8M | 190 | 0 |
| Mar 2023 | $1B | $874.5M | $133.1M | 152 | 50 |
| Mar 2022 | $1.1B | $953.9M | $161.3M | 164 | 50 |
| May 2021 | $1B | $944.3M | $82.5M | 166 | 40 |
| Apr 2021 | $1B | $944.3M | $82.5M | 166 | 40 |
| Mar 2021 | $1B | $944.3M | $82.5M | 166 | 40 |
| Jul 2020 | $843.4M | $776.4M | $67M | 171 | 40 |
| Jun 2020 | $843.4M | $776.4M | $67M | 171 | 40 |
| Mar 2020 | $843.4M | $776.4M | $67M | 171 | 40 |
| Jan 2020 | $687.2M | $624.4M | $62.8M | 172 | 40 |
| Sep 2019 | $687.2M | $624.4M | $62.8M | 172 | 40 |
| Aug 2019 | $687.2M | $624.4M | $62.8M | 172 | 40 |
| Mar 2019 | $687.2M | $624.4M | $62.8M | 687,122 | 40 |
| Sep 2018 | $701M | $630.9M | $70M | 185 | 40 |
| Sep 2018 | $701M | $630.9M | $70M | 185 | 40 |
| Aug 2018 | $701M | $630.9M | $70M | 185 | 40 |
| Apr 2018 | $701M | $630.9M | $70M | 185 | 40 |
| Mar 2018 | $701M | $630.9M | $70M | 185 | 40 |
| Jun 2017 | $608.4M | $528.9M | $79.6M | 175 | 2,400 |
| Mar 2017 | $608.4M | $528.9M | $79.6M | 175 | 2,400 |
| Jan 2017 | $491.2M | $418M | $73.3M | 170 | 2,400 |
| Mar 2016 | $491.2M | $418M | $73.3M | 170 | 2,400 |
| Jan 2016 | $492.7M | $410.6M | $82M | 170 | 2,400 |
| Jan 2016 | $492.7M | $410.6M | $82M | 170 | 2,400 |
| Mar 2015 | $492.7M | $410.6M | $82M | 170 | 2,400 |
| Mar 2015 | $425.8M | $319.8M | $106M | 165 | 2,300 |
| Mar 2014 | $425.8M | $319.8M | $106M | 165 | 2,300 |
| Jan 2014 | $407.2M | $330M | $77.2M | 165 | 2,500 |
| Nov 2013 | $407.2M | $330M | $77.2M | 165 | 2,500 |
| Aug 2013 | $407.2M | $330M | $77.2M | 165 | 2,500 |
| Jul 2013 | $407.2M | $330M | $77.2M | 165 | 2,500 |
| Jun 2013 | $407.2M | $330M | $77.2M | 165 | 2,500 |
| Apr 2013 | $407.2M | $330M | $77.2M | 165 | 2,500 |
| Mar 2013 | $407.2M | $330M | $77.2M | 165 | 2,500 |
| Nov 2012 | $433M | $359M | $74M | 165 | 2,500 |
| Aug 2012 | $433M | $359M | $74M | 51 | 2,500 |
| Mar 2012 | $433M | $359M | $74M | 51 | 2,500 |
| Jan 2012 | $460M | $397M | $63M | 51 | 2,000 |
| Nov 2011 | $460M | $397M | $63M | 51 | 2,000 |
| Mar 2011 | $460M | $397M | $63M | 51 | -- |
| Jun 2010 | $187.4M | $116.2M | $71.3M | 51 | -- |
| May 2010 | $187.4M | $116.2M | $71.3M | 51 | -- |
| Sep 2009 | $302.7M | $272.8M | $29.9M | 51 | -- |
| Mar 2009 | $183.5M | $153.6M | $29.9M | 51 | -- |
| Mar 2008 | $240.9M | $186M | $55M | 51 | -- |
| Mar 2008 | $248.5M | $161.4M | $87.1M | 51 | -- |
| Jan 2008 | $248.5M | $161.4M | $87.1M | 51 | -- |
| Jan 2008 | $248.5M | $161.4M | $87.1M | 51 | -- |
| Aug 2007 | $248.5M | $161.4M | $87.1M | 51 | -- |
| Aug 2007 | $248.5M | $161.4M | $87.1M | 51 | -- |
| Aug 2007 | $248.5M | $161.4M | $87.1M | 51 | -- |
| May 2007 | $248.5M | $161.4M | $87.1M | 51 | -- |
| May 2007 | $248.5M | $161.4M | $87.1M | 51 | -- |
| Mar 2007 | $534.1M | $173.6M | $360.5M | 51 | -- |
| Mar 2007 | $534.1M | $173.6M | $360.5M | 51 | -- |
| Mar 2007 | $534.1M | $173.6M | $360.5M | 51 | -- |
| Mar 2007 | $534.1M | $173.6M | $360.5M | 51 | -- |
| Dec 2006 | $534.1M | $173.6M | $360.5M | 51 | -- |
| Mar 2006 | $534.1M | $173.6M | $360.5M | 51 | -- |
| Nov 2005 | $231.4M | $57.7M | $173.6M | 51 | -- |
| Oct 2005 | $231.4M | $57.7M | $173.6M | 51 | -- |
| Oct 2005 | $231.4M | $57.7M | $173.6M | 51 | -- |
| Feb 2005 | $119M | $61.2M | $57.8M | 51 | -- |
| Jan 2005 | $119M | $61.2M | $57.8M | 51 | -- |
| Sep 2004 | $119M | $61.2M | $57.8M | 51 | -- |
| Aug 2004 | $119M | $61.2M | $57.8M | 51 | -- |
| Apr 2004 | $119M | $61.2M | $57.8M | 51 | -- |
| Apr 2004 | $119M | $61.2M | $57.8M | 51 | -- |
| Apr 2004 | $119M | $61.2M | $57.8M | 51 | -- |
| Mar 2004 | $119M | $61.2M | $57.8M | 51 | -- |
| Dec 2003 | $49.8M | $25.3M | $24.5M | 51 | -- |
| Oct 2003 | $49.8M | $25.3M | $24.5M | 51 | -- |
| Mar 2002 | $102.5M | $0 | $102.5M | -- | -- |
| Mar 2002 | $78M | $0 | $78M | -- | -- |
| Mar 2002 | $78M | $0 | $78M | -- | -- |
| Oct 2001 | $78M | $0 | $78M | -- | -- |
| Jul 2001 | $78M | $0 | $78M | -- | -- |
| Jul 2001 | $78M | $0 | $78M | -- | -- |
| Jul 2001 | $78M | $0 | $78M | -- | -- |
DateDec 2025
Total AUM$944.8M
Discretionary$857.9M
Non-Disc.$86.9M
Employees170
Clients0
DateMay 2025
Total AUM$944.8M
Discretionary$857.9M
Non-Disc.$86.9M
Employees170
Clients0
DateAug 2024
Total AUM$858.5M
Discretionary$775.8M
Non-Disc.$82.8M
Employees190
Clients0
DateMay 2024
Total AUM$858.5M
Discretionary$775.8M
Non-Disc.$82.8M
Employees190
Clients0
DateMar 2024
Total AUM$858.5M
Discretionary$775.8M
Non-Disc.$82.8M
Employees190
Clients0
DateMar 2023
Total AUM$1B
Discretionary$874.5M
Non-Disc.$133.1M
Employees152
Clients50
DateMar 2022
Total AUM$1.1B
Discretionary$953.9M
Non-Disc.$161.3M
Employees164
Clients50
DateMay 2021
Total AUM$1B
Discretionary$944.3M
Non-Disc.$82.5M
Employees166
Clients40
DateApr 2021
Total AUM$1B
Discretionary$944.3M
Non-Disc.$82.5M
Employees166
Clients40
DateMar 2021
Total AUM$1B
Discretionary$944.3M
Non-Disc.$82.5M
Employees166
Clients40
DateJul 2020
Total AUM$843.4M
Discretionary$776.4M
Non-Disc.$67M
Employees171
Clients40
DateJun 2020
Total AUM$843.4M
Discretionary$776.4M
Non-Disc.$67M
Employees171
Clients40
DateMar 2020
Total AUM$843.4M
Discretionary$776.4M
Non-Disc.$67M
Employees171
Clients40
DateJan 2020
Total AUM$687.2M
Discretionary$624.4M
Non-Disc.$62.8M
Employees172
Clients40
DateSep 2019
Total AUM$687.2M
Discretionary$624.4M
Non-Disc.$62.8M
Employees172
Clients40
DateAug 2019
Total AUM$687.2M
Discretionary$624.4M
Non-Disc.$62.8M
Employees172
Clients40
DateMar 2019
Total AUM$687.2M
Discretionary$624.4M
Non-Disc.$62.8M
Employees687,122
Clients40
DateSep 2018
Total AUM$701M
Discretionary$630.9M
Non-Disc.$70M
Employees185
Clients40
DateSep 2018
Total AUM$701M
Discretionary$630.9M
Non-Disc.$70M
Employees185
Clients40
DateAug 2018
Total AUM$701M
Discretionary$630.9M
Non-Disc.$70M
Employees185
Clients40
DateApr 2018
Total AUM$701M
Discretionary$630.9M
Non-Disc.$70M
Employees185
Clients40
DateMar 2018
Total AUM$701M
Discretionary$630.9M
Non-Disc.$70M
Employees185
Clients40
DateJun 2017
Total AUM$608.4M
Discretionary$528.9M
Non-Disc.$79.6M
Employees175
Clients2,400
DateMar 2017
Total AUM$608.4M
Discretionary$528.9M
Non-Disc.$79.6M
Employees175
Clients2,400
DateJan 2017
Total AUM$491.2M
Discretionary$418M
Non-Disc.$73.3M
Employees170
Clients2,400
DateMar 2016
Total AUM$491.2M
Discretionary$418M
Non-Disc.$73.3M
Employees170
Clients2,400
DateJan 2016
Total AUM$492.7M
Discretionary$410.6M
Non-Disc.$82M
Employees170
Clients2,400
DateJan 2016
Total AUM$492.7M
Discretionary$410.6M
Non-Disc.$82M
Employees170
Clients2,400
DateMar 2015
Total AUM$492.7M
Discretionary$410.6M
Non-Disc.$82M
Employees170
Clients2,400
DateMar 2015
Total AUM$425.8M
Discretionary$319.8M
Non-Disc.$106M
Employees165
Clients2,300
DateMar 2014
Total AUM$425.8M
Discretionary$319.8M
Non-Disc.$106M
Employees165
Clients2,300
DateJan 2014
Total AUM$407.2M
Discretionary$330M
Non-Disc.$77.2M
Employees165
Clients2,500
DateNov 2013
Total AUM$407.2M
Discretionary$330M
Non-Disc.$77.2M
Employees165
Clients2,500
DateAug 2013
Total AUM$407.2M
Discretionary$330M
Non-Disc.$77.2M
Employees165
Clients2,500
DateJul 2013
Total AUM$407.2M
Discretionary$330M
Non-Disc.$77.2M
Employees165
Clients2,500
DateJun 2013
Total AUM$407.2M
Discretionary$330M
Non-Disc.$77.2M
Employees165
Clients2,500
DateApr 2013
Total AUM$407.2M
Discretionary$330M
Non-Disc.$77.2M
Employees165
Clients2,500
DateMar 2013
Total AUM$407.2M
Discretionary$330M
Non-Disc.$77.2M
Employees165
Clients2,500
DateNov 2012
Total AUM$433M
Discretionary$359M
Non-Disc.$74M
Employees165
Clients2,500
DateAug 2012
Total AUM$433M
Discretionary$359M
Non-Disc.$74M
Employees51
Clients2,500
DateMar 2012
Total AUM$433M
Discretionary$359M
Non-Disc.$74M
Employees51
Clients2,500
DateJan 2012
Total AUM$460M
Discretionary$397M
Non-Disc.$63M
Employees51
Clients2,000
DateNov 2011
Total AUM$460M
Discretionary$397M
Non-Disc.$63M
Employees51
Clients2,000
DateMar 2011
Total AUM$460M
Discretionary$397M
Non-Disc.$63M
Employees51
Clients--
DateJun 2010
Total AUM$187.4M
Discretionary$116.2M
Non-Disc.$71.3M
Employees51
Clients--
DateMay 2010
Total AUM$187.4M
Discretionary$116.2M
Non-Disc.$71.3M
Employees51
Clients--
DateSep 2009
Total AUM$302.7M
Discretionary$272.8M
Non-Disc.$29.9M
Employees51
Clients--
DateMar 2009
Total AUM$183.5M
Discretionary$153.6M
Non-Disc.$29.9M
Employees51
Clients--
DateMar 2008
Total AUM$240.9M
Discretionary$186M
Non-Disc.$55M
Employees51
Clients--
DateMar 2008
Total AUM$248.5M
Discretionary$161.4M
Non-Disc.$87.1M
Employees51
Clients--
DateJan 2008
Total AUM$248.5M
Discretionary$161.4M
Non-Disc.$87.1M
Employees51
Clients--
DateJan 2008
Total AUM$248.5M
Discretionary$161.4M
Non-Disc.$87.1M
Employees51
Clients--
DateAug 2007
Total AUM$248.5M
Discretionary$161.4M
Non-Disc.$87.1M
Employees51
Clients--
DateAug 2007
Total AUM$248.5M
Discretionary$161.4M
Non-Disc.$87.1M
Employees51
Clients--
DateAug 2007
Total AUM$248.5M
Discretionary$161.4M
Non-Disc.$87.1M
Employees51
Clients--
DateMay 2007
Total AUM$248.5M
Discretionary$161.4M
Non-Disc.$87.1M
Employees51
Clients--
DateMay 2007
Total AUM$248.5M
Discretionary$161.4M
Non-Disc.$87.1M
Employees51
Clients--
DateMar 2007
Total AUM$534.1M
Discretionary$173.6M
Non-Disc.$360.5M
Employees51
Clients--
DateMar 2007
Total AUM$534.1M
Discretionary$173.6M
Non-Disc.$360.5M
Employees51
Clients--
DateMar 2007
Total AUM$534.1M
Discretionary$173.6M
Non-Disc.$360.5M
Employees51
Clients--
DateMar 2007
Total AUM$534.1M
Discretionary$173.6M
Non-Disc.$360.5M
Employees51
Clients--
DateDec 2006
Total AUM$534.1M
Discretionary$173.6M
Non-Disc.$360.5M
Employees51
Clients--
DateMar 2006
Total AUM$534.1M
Discretionary$173.6M
Non-Disc.$360.5M
Employees51
Clients--
DateNov 2005
Total AUM$231.4M
Discretionary$57.7M
Non-Disc.$173.6M
Employees51
Clients--
DateOct 2005
Total AUM$231.4M
Discretionary$57.7M
Non-Disc.$173.6M
Employees51
Clients--
DateOct 2005
Total AUM$231.4M
Discretionary$57.7M
Non-Disc.$173.6M
Employees51
Clients--
DateFeb 2005
Total AUM$119M
Discretionary$61.2M
Non-Disc.$57.8M
Employees51
Clients--
DateJan 2005
Total AUM$119M
Discretionary$61.2M
Non-Disc.$57.8M
Employees51
Clients--
DateSep 2004
Total AUM$119M
Discretionary$61.2M
Non-Disc.$57.8M
Employees51
Clients--
DateAug 2004
Total AUM$119M
Discretionary$61.2M
Non-Disc.$57.8M
Employees51
Clients--
DateApr 2004
Total AUM$119M
Discretionary$61.2M
Non-Disc.$57.8M
Employees51
Clients--
DateApr 2004
Total AUM$119M
Discretionary$61.2M
Non-Disc.$57.8M
Employees51
Clients--
DateApr 2004
Total AUM$119M
Discretionary$61.2M
Non-Disc.$57.8M
Employees51
Clients--
DateMar 2004
Total AUM$119M
Discretionary$61.2M
Non-Disc.$57.8M
Employees51
Clients--
DateDec 2003
Total AUM$49.8M
Discretionary$25.3M
Non-Disc.$24.5M
Employees51
Clients--
DateOct 2003
Total AUM$49.8M
Discretionary$25.3M
Non-Disc.$24.5M
Employees51
Clients--
DateMar 2002
Total AUM$102.5M
Discretionary$0
Non-Disc.$102.5M
Employees--
Clients--
DateMar 2002
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees--
Clients--
DateMar 2002
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees--
Clients--
DateOct 2001
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees--
Clients--
DateJul 2001
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees--
Clients--
DateJul 2001
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees--
Clients--
DateJul 2001
Total AUM$78M
Discretionary$0
Non-Disc.$78M
Employees--
Clients--