THE MARTIN WORLEY GROUP
CRD #169006 SEC #801-79164 COTTONWOOD HEIGHTS, UT 801-568-9788
SEC Registered
Total AUM
$385M
Discretionary
$385M
Employees
5
Clients
251
Accounts
902
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $385M | $385M | $0 | 5 | 0 |
| Mar 2024 | $312.5M | $312.5M | $0 | 5 | 0 |
| Oct 2023 | $260.3M | $260.3M | $0 | 5 | 0 |
| Mar 2023 | $260.3M | $260.3M | $0 | 5 | 0 |
| May 2022 | $285.7M | $285.7M | $0 | 5 | 0 |
| Mar 2022 | $285.7M | $285.7M | $0 | 5 | 0 |
| Mar 2021 | $240.9M | $233.1M | $7.8M | 5 | 0 |
| Jun 2020 | $221.4M | $214M | $7.4M | 5 | 0 |
| Mar 2020 | $221.4M | $214M | $7.4M | 5 | 0 |
| Mar 2019 | $172.2M | $166.2M | $5.9M | 5 | 0 |
| Mar 2018 | $178.3M | $177.4M | $865.1K | 4 | 1 |
| Jan 2018 | $137.4M | $127.7M | $9.7M | 4 | 0 |
| Mar 2017 | $137.4M | $127.7M | $9.7M | 4 | 190 |
| Jan 2017 | $106.7M | $104.2M | $2.5M | 4 | 140 |
| Nov 2016 | $106.7M | $104.2M | $2.5M | 3 | 140 |
| Nov 2016 | $106.7M | $104.2M | $2.5M | 4 | 100 |
| Nov 2016 | $106.7M | $104.2M | $2.5M | 4 | 100 |
| Nov 2016 | $106.7M | $104.2M | $2.5M | 3 | 100 |
| Oct 2016 | $106.7M | $104.2M | $2.5M | 3 | 100 |
| May 2016 | $106.7M | $104.2M | $2.5M | 4 | 100 |
| Apr 2016 | $106.7M | $104.2M | $2.5M | 4 | 100 |
| Feb 2016 | $106.7M | $104.2M | $2.5M | 4 | 100 |
| Feb 2016 | $107.3M | $101.9M | $5.4M | 5 | 133 |
| Feb 2015 | $107.3M | $101.9M | $5.4M | 4 | 133 |
| Jul 2014 | $101.8M | $98.4M | $3.4M | 1 | 0 |
| May 2014 | $101.8M | $98.4M | $3.4M | 1 | 0 |
| Apr 2014 | $0 | $0 | $0 | 1 | 0 |
| Mar 2014 | $0 | $0 | $0 | 1 | 0 |
| Mar 2014 | $0 | $0 | $0 | 1 | 0 |
| Mar 2014 | $0 | $0 | $0 | 1 | 0 |
| Jan 2014 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$385M
Discretionary$385M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$312.5M
Discretionary$312.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2023
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$285.7M
Discretionary$285.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$285.7M
Discretionary$285.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$240.9M
Discretionary$233.1M
Non-Disc.$7.8M
Employees5
Clients0
DateJun 2020
Total AUM$221.4M
Discretionary$214M
Non-Disc.$7.4M
Employees5
Clients0
DateMar 2020
Total AUM$221.4M
Discretionary$214M
Non-Disc.$7.4M
Employees5
Clients0
DateMar 2019
Total AUM$172.2M
Discretionary$166.2M
Non-Disc.$5.9M
Employees5
Clients0
DateMar 2018
Total AUM$178.3M
Discretionary$177.4M
Non-Disc.$865.1K
Employees4
Clients1
DateJan 2018
Total AUM$137.4M
Discretionary$127.7M
Non-Disc.$9.7M
Employees4
Clients0
DateMar 2017
Total AUM$137.4M
Discretionary$127.7M
Non-Disc.$9.7M
Employees4
Clients190
DateJan 2017
Total AUM$106.7M
Discretionary$104.2M
Non-Disc.$2.5M
Employees4
Clients140
DateNov 2016
Total AUM$106.7M
Discretionary$104.2M
Non-Disc.$2.5M
Employees3
Clients140
DateNov 2016
Total AUM$106.7M
Discretionary$104.2M
Non-Disc.$2.5M
Employees4
Clients100
DateNov 2016
Total AUM$106.7M
Discretionary$104.2M
Non-Disc.$2.5M
Employees4
Clients100
DateNov 2016
Total AUM$106.7M
Discretionary$104.2M
Non-Disc.$2.5M
Employees3
Clients100
DateOct 2016
Total AUM$106.7M
Discretionary$104.2M
Non-Disc.$2.5M
Employees3
Clients100
DateMay 2016
Total AUM$106.7M
Discretionary$104.2M
Non-Disc.$2.5M
Employees4
Clients100
DateApr 2016
Total AUM$106.7M
Discretionary$104.2M
Non-Disc.$2.5M
Employees4
Clients100
DateFeb 2016
Total AUM$106.7M
Discretionary$104.2M
Non-Disc.$2.5M
Employees4
Clients100
DateFeb 2016
Total AUM$107.3M
Discretionary$101.9M
Non-Disc.$5.4M
Employees5
Clients133
DateFeb 2015
Total AUM$107.3M
Discretionary$101.9M
Non-Disc.$5.4M
Employees4
Clients133
DateJul 2014
Total AUM$101.8M
Discretionary$98.4M
Non-Disc.$3.4M
Employees1
Clients0
DateMay 2014
Total AUM$101.8M
Discretionary$98.4M
Non-Disc.$3.4M
Employees1
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0