On January 14, 2025, World Investments, Inc. announced that it acquired Freeman & Vannauker.
World Investments, Inc. (“World Investments”), on January 14, 2025, announced that it acquired Freeman & Vannauker LLC (“F&V”). As part of the deal, F&V will migrate its registered investment advisor and broker-dealer accounts to World Investments. Further terms of the deal were not disclosed.
World Investments, based in Santa Barbara, California, is a registered investment advisor offering wealth management, financial planning and retirement planning services. As of January 2025, World Investments had approximately $1.3 billion in assets under management.
F&V, based in Freehold, New Jersey, is a registered investment advisor offering comprehensive financial planning and investment management services for individuals, families and businesses. As of the transaction, F&V had approximately $190 million in assets under management.
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