Worldly Goods LLC is an adviser based in Santa Barbara. It manages $14.34 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001.
Worldly Goods provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Worldly Goods LLC is $14.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Worldly Goods LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Worldly Goods LLC performs its advisory services is located at 1424 Cantera Avenue, Santa Barbara, CA 93110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805.687.7142. The normal business hours are 9:30 am - 4:30 pm on Monday - Friday.