The Martin Worley Group

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Assets, Funds, Holdings

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The Martin Worley Group
CRD #169006
SEC #801-79164
CIK #
AUM $312.5 MM (2024-03-28)
Employees 5 (100% Investors, 0% Brokers)
Phone801-568-9788
Address6965 Union Park Center
Cottonwood Heights, UT 84047
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 150 43.2
(b) Individuals (high net worth individuals) 113 263.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 4 5.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 0.2
(n) Other 0 0.0
Total 862 312.5
By Discretionary
Discretionary 862 312.5
Non-Discretionary 0 0.0
Total 862 312.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 312.5
Total 862 312.5
Comparable Firms State AUM ($BB)
Transce3Nd LLC
TX 0.3
Obsidian Personal Planning Solutions LLC
MD 0.3
O'Boyle Wealth Management Inc
CA 0.3
Rialto Wealth Management LLC
NY 0.3
St Johns Investment Management Company LLC
FL 0.3
Hutchens & Kramer Investment Management Group LLC
IN 0.3
Valiant Wealth LLC
IA 0.3
Altruist Financial Advisors LLC
MI 0.3
ADE LLC
MD 0.3
Jackson Financial Services LLC
SC 0.3
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