Lisa Weaver
World Capital Advisors · State College, Pennsylvania
Lisa Weaver is a fee-only financial advisor at World Capital Advisors in State College, Pennsylvania. 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 | State College, Pennsylvania |
| 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 2557637 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Lisa'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 Lisa
Is Lisa Weaver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?
Lisa's firm, World Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Weaver based?
Lisa Weaver is based in State College, Pennsylvania.
Is Lisa Weaver registered with the SEC?
Yes. Lisa Weaver is registered as an investment adviser representative in PA (CRD 2557637), 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 Lisa Weaver?
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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