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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Worley Erhart-Graves Financial Advisors Inc
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| CRD # | 121978 |
| SEC # | 801-123324 |
| CIK # | |
| AUM | $445.5 M (2025-02-13) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 317-872-5090 |
| Address | 3500 Depauw Blvd Indianapolis, IN 46268 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 130 | 81.6 |
| (b) Individuals (high net worth individuals) | 117 | 363.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 873 | 445.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 873 | 445.5 |
| Total | 873 | 445.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.5 | |
| Total | 873 | 445.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DST Wealth Management LLC
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|
CA | 0.4 |
|
Matson Financial Advisors Inc
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|
CT | 0.4 |
|
Hendley & Co Inc
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OH | 0.4 |
|
Pine Harbor Wealth Management LLC
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|
VA | 0.4 |
|
Compass Financial Advisory Services LLC
✚
|
FL | 0.4 |
|
Orion Investment Co
✚
|
MO | 0.4 |
|
Pathway Financial Advisers LLC
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|
IN | 0.4 |
|
Cahill Wealth Management LLC
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|
MI | 0.4 |
|
Bemanaged Financial Services Inc
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|
MI | 0.4 |
|
McCollum Christoferson Group LLC
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|
NY | 0.4 |