Edward Wuenschell
World Capital Advisors · Denver, Colorado
Edward Wuenschell is a fee-only financial advisor at World Capital Advisors in Denver, Colorado. World Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | World Capital Advisors |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $72.0M across 65 accounts |
| SEC registration | Investment adviser representative in PA · CRD 3196420 |
| Exams passed | Series 63 (1999) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Edward's firm compares
- World Capital Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Edward
Is Edward Wuenschell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and World Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward's firm, World Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Edward Wuenschell based?
Edward Wuenschell is based in Denver, Colorado.
Is Edward Wuenschell registered with the SEC?
Yes. Edward Wuenschell is registered as an investment adviser representative in PA (CRD 3196420), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does World Capital Advisors manage?
World Capital Advisors reports $72.0M across 65 accounts in assets under management.
How do I contact Edward Wuenschell?
Contact details aren't on file yet. Search for World Capital Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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