The Martin Worley Group
CRD 169006SEC# 801-79164Cottonwood Heights, UT
No longer SEC-registered. The Martin Worley Group appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$385M
Employees
5
Accounts
902
Location
Cottonwood Heights, UT
The Martin Worley Group assets under management
The Martin Worley Group operates as an SEC-registered investment adviser based in Cottonwood Heights, UT. It reports $385 million in regulatory assets under management and employs 5 people.
The Martin Worley Group owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barry T. Watson Revocable Trust Control | Member | 10-25% | 2019 |
| Brian Andrew Worley Control | Cco | Under 5% | 2014 |
| Terra Jo Thurgood Control | Member | 10-25% | 2019 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Martin Worley Group manage?
The Martin Worley Group reports $385 million in regulatory assets under management on its Form ADV.
How many employees does The Martin Worley Group have?
The Martin Worley Group reports 5 employees.
Where is The Martin Worley Group located?
The Martin Worley Group is based in Cottonwood Heights, UT.
Does The Martin Worley Group disclose fund performance?
The Martin Worley Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047 |
| Office hours | 8:30 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$385MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$385Mregulatory AUM
Discretionary $385M