WORLD TREE FINANCIAL, LLC
SEC file number 801-70736
· LAFAYETTE, LA
https://worldtree.eco ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$48M
Discretionary AUM
$43.9M
Employees
—
Clients
200
Firm
- Address
- 1817 BERTRAND DRIVE
LAFAYETTE, LA 70506 - Phone
- —
- Website
- https://worldtree.eco
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- WORLD TREE TECHNOLOGIES INC High name-match confidence · CIK 1172134 · CA
- World Tree USA, LLC High name-match confidence · CIK 1687316 · CA
- WORLD OMNI FINANCIAL CORP Medium name-match confidence · CIK 1004150 · FL
- World Liberty Financial, Inc. Medium name-match confidence · CIK 2043140 · FL
- Worthy Financial, Inc Medium name-match confidence · CIK 1745249 · FL
- Trestle Financial, LLC Medium name-match confidence · CIK 2023359 · UT
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
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Trestle Financial, LLC · D/A · Jul 20, 2026$20M
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WORLD TREE TECHNOLOGIES INC · D · Mar 19, 2026$3.5M
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WORLD TREE TECHNOLOGIES INC · D · Mar 18, 2026$3.5M
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World Tree USA, LLC · D · Mar 5, 2026$10M
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W FINANCIAL FUND, LP · D · Jan 23, 2026
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WORLD OMNI FINANCIAL CORP · D · Dec 1, 2025$2B
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WORLD OMNI FINANCIAL CORP · D · Jul 30, 2025$2B
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Trestle Financial, LLC · D · Jul 14, 2025$20M
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World Liberty Financial, Inc. · D · Jul 3, 2025$52.1M
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World Tree USA, LLC · D · Apr 10, 2025$5M
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W FINANCIAL FUND, LP · D · Jan 29, 2025