Patrick Daniel Roth
Financial advisor at World Investment Advisors · Vienna, VA
Last updated 2026-10-10
Claim your profilePatrick Daniel Roth is a financial advisor at World Investment Advisors in Vienna, VA, CRD 2642697. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2003-02-14.
Registration
- CRD number
- 2642697
- Registration status
- Active
- IAPD registration
- 2003-02-14
- Industry Experience
- 23 years
- Work Experience
- 15 years
- States registered
- TX, VA
Licenses and exams
- Series 63
- Series 65
Work history
- 2011-08 to Present · Fiduciary Wealth Management · Alexandria, VA
- 2011-08 to 2016-12 · Advisory Group Equity Services, Ltd. · Reading, MA
- 2024-07 to Present · World Investment Advisors, LLC · Santa Barbara, CA
Current employment
- World Investment Advisors, LLC · Lincroft, NJ
World Investment Advisors
- Regulatory AUM
- $71,641,184,639
- Registered advisors
- 359
- Offices
- 291
- Clients per advisor
- 64.1 (Moderate)
- Average AUM per client
- $3.1M (Low)
- High-net-worth client ratio
- 9.4% (Low)
World Investment Advisors: advisors, services and reported ETF investments
About
Patrick Daniel Roth is a financial advisor at World Investment Advisors, LLC, operating as World Investment Advisors in Vienna, VA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 23 years of industry experience and 15 years of reported work history.
World Investment Advisors' firm-level Form ADV reports 359 advisors across 291 offices; approximately 64.1 clients per advisor, average assets per client of $3,111,993, and regulatory AUM of $71.6B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $3.3B across 676 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Daniel Roth personally.
Reported ETF positions
World Investment Advisors reports 676 ETF positions worth $3.3B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $143.4M |
| BSV — Vanguard Short-Term Bond ETF | $92M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $89.8M |
| IVV — iShares Core S&P 500 ETF | $86.3M |
| BIV — Vanguard Intermediate-Term Bond ETF | $61.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
World Investment Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | LRGF — iShares U.S. Equity Factor ETF | $14.4M | Top 99.9% | Peer conviction 80.3% · Active return +3.84% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $15.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $5.6M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | BUYW — Main BuyWrite ETF | $3.7M | Top 97.7% | Replicability (R²) 62.1% · Residual Sharpe 0.26 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by World Investment Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
Vienna, VA
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-833-1862
- Website: wealthpath.net
- Youtube
Official record
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