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| Keyboard |
| The Worley Banks Group LLC
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|---|---|
| CRD # | 306890 |
| SEC # | 801-118683 |
| CIK # | |
| AUM | 184.3 M (2026-02-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 314-530-2700 |
| Address | 6 Cityplace Drive Creve Coeur, MO 63141 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 614 | 66.3 |
| (b) Individuals (high net worth individuals) | 135 | 112.2 |
| (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 | 5.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 768 | 184.3 |
| By Discretionary | ||
| Discretionary | 750 | 183.9 |
| Non-Discretionary | 18 | 0.4 |
| Total | 768 | 184.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.3 | |
| Total | 768 | 184.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brindle & Bay Financial Advisors LLC
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|
TX | 184.8 M |
|
Logic Wealth Management LLC
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CA | 184.7 M |
|
Vanheel Management Limited
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184.7 M | |
|
Avail Investment Partners LLC
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PA | 184.5 M |
|
Red Mountain Financial LLC
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CO | 184.4 M |
|
Rivertree Advisors LLC
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FL | 184.4 M |
|
Cullen Patterson Capital Management LLC
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|
184.4 M | |
|
Madrid Financial Services Inc
✚
|
CA | 184.2 M |
|
Global Wealth Management LC
✚
|
FL | 184.2 M |
|
Atlas Financial Planning LLC
✚
|
GA | 184.1 M |