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| The Martin Worley Group
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| |
|---|---|
| CRD # | 169006 |
| SEC # | 801-79164 |
| CIK # | |
| AUM | $312.5 MM (2024-03-28) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 801-568-9788 |
| Address | 6965 Union Park Center Cottonwood Heights, UT 84047 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| 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 |