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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Martin Worley Group
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|---|---|
| CRD # | 169006 |
| SEC # | 801-79164 |
| CIK # | 0002049542 |
| AUM | $385.0 M (2025-03-27) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 801-568-9788 |
| Address | 6965 Union Park Center Cottonwood Heights, UT 84047 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 44.1 |
| (b) Individuals (high net worth individuals) | 131 | 305.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 12.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 23.1 |
| (n) Other | 0 | 0.0 |
| Total | 902 | 385.0 |
| By Discretionary | ||
| Discretionary | 902 | 385.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 902 | 385.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.0 | |
| Total | 902 | 385.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002049542] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trellis Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Curbstone Financial Management Corporation
✚
|
NH | 0.4 |
|
Roberts Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Lakeside Advisors Inc
✚
|
WA | 0.4 |
|
Planned Asset Management LLC
✚
|
CA | 0.4 |
|
Rooney Capital Management Inc
✚
|
0.4 | |
|
Cambridge Capital Management LLC
✚
|
IL | 0.4 |
|
Old North State Wealth Management LLC
✚
|
NC | 0.4 |
|
Blue Water Wealth Inc
✚
|
OR | 0.4 |
|
Guidance Capital Inc
✚
|
KY | 0.4 |