WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC.
CRD #121978 SEC #801-123324 INDIANAPOLIS, IN 317-872-5090
SEC Registered
Total AUM
$445.5M
Discretionary
$0
Employees
14
Clients
251
Accounts
873
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $445.5M | $0 | $445.5M | 14 | 135 |
| Aug 2025 | $445.5M | $0 | $445.5M | 13 | 135 |
| Feb 2025 | $445.5M | $0 | $445.5M | 13 | 135 |
| Feb 2024 | $403.7M | $0 | $403.7M | 11 | 173 |
| Dec 2023 | $347.1M | $0 | $347.1M | 11 | 190 |
| Feb 2023 | $347.1M | $0 | $347.1M | 11 | 190 |
| Apr 2022 | $396.7M | $0 | $396.7M | 10 | 416 |
| Feb 2022 | $396.7M | $0 | $396.7M | 10 | 416 |
| Jan 2022 | $396.7M | $0 | $396.7M | 10 | 416 |
| Aug 2007 | $9.3M | $0 | $9.3M | 5 | -- |
| Jun 2007 | $9.3M | $0 | $9.3M | 5 | -- |
| Jun 2007 | $9.3M | $0 | $9.3M | 5 | -- |
| Jan 2007 | $84M | $2.9M | $81.1M | 5 | -- |
| Jan 2007 | $84M | $2.9M | $81.1M | 5 | -- |
| Dec 2006 | $73.7M | $2.6M | $71.1M | 5 | -- |
| Jan 2006 | $73.7M | $2.6M | $71.1M | 5 | -- |
| Jan 2005 | $44.7M | $3.2M | $41.5M | 5 | -- |
| Dec 2004 | $43.2M | $1.7M | $41.5M | 5 | -- |
| Nov 2003 | $30.9M | $0 | $30.9M | 5 | -- |
DateOct 2025
Total AUM$445.5M
Discretionary$0
Non-Disc.$445.5M
Employees14
Clients135
DateAug 2025
Total AUM$445.5M
Discretionary$0
Non-Disc.$445.5M
Employees13
Clients135
DateFeb 2025
Total AUM$445.5M
Discretionary$0
Non-Disc.$445.5M
Employees13
Clients135
DateFeb 2024
Total AUM$403.7M
Discretionary$0
Non-Disc.$403.7M
Employees11
Clients173
DateDec 2023
Total AUM$347.1M
Discretionary$0
Non-Disc.$347.1M
Employees11
Clients190
DateFeb 2023
Total AUM$347.1M
Discretionary$0
Non-Disc.$347.1M
Employees11
Clients190
DateApr 2022
Total AUM$396.7M
Discretionary$0
Non-Disc.$396.7M
Employees10
Clients416
DateFeb 2022
Total AUM$396.7M
Discretionary$0
Non-Disc.$396.7M
Employees10
Clients416
DateJan 2022
Total AUM$396.7M
Discretionary$0
Non-Disc.$396.7M
Employees10
Clients416
DateAug 2007
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees5
Clients--
DateJun 2007
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees5
Clients--
DateJun 2007
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees5
Clients--
DateJan 2007
Total AUM$84M
Discretionary$2.9M
Non-Disc.$81.1M
Employees5
Clients--
DateJan 2007
Total AUM$84M
Discretionary$2.9M
Non-Disc.$81.1M
Employees5
Clients--
DateDec 2006
Total AUM$73.7M
Discretionary$2.6M
Non-Disc.$71.1M
Employees5
Clients--
DateJan 2006
Total AUM$73.7M
Discretionary$2.6M
Non-Disc.$71.1M
Employees5
Clients--
DateJan 2005
Total AUM$44.7M
Discretionary$3.2M
Non-Disc.$41.5M
Employees5
Clients--
DateDec 2004
Total AUM$43.2M
Discretionary$1.7M
Non-Disc.$41.5M
Employees5
Clients--
DateNov 2003
Total AUM$30.9M
Discretionary$0
Non-Disc.$30.9M
Employees5
Clients--