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World Tree Financial, LLC (Lafayette)


World Tree Financial, LLC is an adviser based in Lafayette. It manages $48.03 million of regulatory assets for 340 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Louisiana.




World Tree Financial provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

World Tree Financial: assets under management

The assets under management (AUM) of World Tree Financial, LLC is $48.03 million. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.93 million in discretionary accounts and $4.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $132.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $455.43 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay World Tree Financial, 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.

Based in Lafayette

The principal office where World Tree Financial, LLC performs its advisory services is located at 1817 Bertrand Drive, Lafayette, LA 70506, 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 337-504-2918 or by fax 337-504-3734. The normal business hours are 9-4 pm on Monday - Friday.


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