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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRY T. WATSON REVOCABLE TRUST | DE | MEMBER | NA | Control |
| DRAPER, WILLIAM, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| DRAPER, WILLIAM, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| DRAPER, WILLIAM, JEFFREY | I | CHIEF COMPLIANCE OFFICER | NA | |
| THURGOOD, TERRA, JO | I | MEMBER | NA | Control |
| WORLEY, BRIAN, ANDREW | I | CCO | NA | Control |
| WORLEY, BRIAN, ANDREW | I | CCO | NA | Control |
| WORLEY, BRIAN, ANDREW | I | CCO | NA | Control |
| WORLEY, BRIAN, ANDREW | I | CCO | NA | Control |
| WORLEY, BRIAN, ANDREW | I | CCO | NA | Control |
| WORLEY, BRIAN, ANDREW | I | CCO | NA | Control |
| WORLEY, BRIAN, ANDREW | I | CCO | NA | Control |
| WORLEY, BRIAN, ANDREW | I | CCO | NA | Control |
| WORLEY, BRIAN, ANDREW | I | CCO | NA | Control |
| WORLEY, BRIAN, ANDREW | I | CCO | NA | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY FAMILY TRUST | DE | MEMBER | E | Control |
| WORLEY FAMILY TRUST | DE | MEMBER | E | Control |
| WORLEY FAMILY TRUST | DE | MEMBER | E | Control |
| WORLEY FAMILY TRUST | DE | MEMBER | E | Control |
| WORLEY FAMILY TRUST | DE | MEMBER | E | Control |
| WORLEY FAMILY TRUST | DE | MEMBER | E | Control |
| WORLEY FAMILY TRUST | DE | MEMBER | E | Control |
| WORLEY FAMILY TRUST | DE | MEMBER | E | Control |
| WORLEY FAMILY TRUST | DE | MEMBER | E | Control |
| WORLEY FAMILY TRUST | DE | MEMBER | E | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | D | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER/CCO | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER/CCO | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER/CCO | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER/CCO | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER/CCO | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER/CCO | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER/CCO | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER/CCO | D | Control |
| WORLEY, BRIAN, ANDREW | I | MANAGING MEMBER/CCO | D | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| MARTIN, JUDITH, POTTS | I | MANAGING MEMBER | C | Control |
| WORLEY, BRIAN, ANDREW | I | MEMBER | C | Control |
| WORLEY, BRIAN, ANDREW | I | MEMBER | C | Control |
| BARRY T. WATSON REVOCABLE TRUST | DE | MEMBER | B | Control |
| BARRY T. WATSON REVOCABLE TRUST | DE | MEMBER | B | Control |
| BARRY T. WATSON REVOCABLE TRUST | DE | MEMBER | B | Control |
| BARRY T. WATSON REVOCABLE TRUST | DE | MEMBER | B | Control |
| BARRY T. WATSON REVOCABLE TRUST | DE | MEMBER | B | Control |
| BARRY T. WATSON REVOCABLE TRUST | DE | MEMBER | B | Control |
| JUDITH P. MARTIN REVOCABLE TRUST | DE | MEMBER | B | |
| JUDITH P. MARTIN REVOCABLE TRUST | DE | MEMBER | B | |
| JUDITH P. MARTIN REVOCABLE TRUST | DE | MEMBER | B | |
| JUDITH P. MARTIN REVOCABLE TRUST | DE | MEMBER | B | |
| THURGOOD, TERRA, JO | I | MEMBER | B | Control |
| THURGOOD, TERRA, JO | I | MEMBER | B | Control |
| THURGOOD, TERRA, JO | I | MEMBER | B | Control |
| THURGOOD, TERRA, JO | I | MEMBER | B | Control |
| THURGOOD, TERRA, JO | I | MEMBER | B | Control |
| THURGOOD, TERRA, JO | I | MEMBER | B | Control |
| BARRY T. WATSON REVOCABLE TRUST | DE | MEMBER | A | Control |
| BARRY T. WATSON REVOCABLE TRUST | DE | MEMBER | A | Control |
| BARRY T. WATSON REVOCABLE TRUST | DE | MEMBER | A | Control |
| JUDITH P. MARTIN REVOCABLE TRUST | DE | MEMBER | A | |
| JUDITH P. MARTIN REVOCABLE TRUST | DE | MEMBER | A | |
| THURGOOD, TERRA, JO | I | MEMBER | A | Control |
| THURGOOD, TERRA, JO | I | MEMBER | A | Control |
| THURGOOD, TERRA, JO | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MARTIN, JUDITH, POTTS | I | JUDITH P. MARTIN REVOCABLE TRUST | F | |
| MARTIN, JUDITH, POTTS | I | JUDITH P. MARTIN REVOCABLE TRUST | F | |
| MARTIN, JUDITH, POTTS | I | JUDITH P. MARTIN REVOCABLE TRUST | F | |
| MARTIN, JUDITH, POTTS | I | JUDITH P. MARTIN REVOCABLE TRUST | F | |
| MARTIN, JUDITH, POTTS | I | JUDITH P. MARTIN REVOCABLE TRUST | F | |
| MARTIN, JUDITH, POTTS | I | JUDITH P. MARTIN REVOCABLE TRUST | F | |
| WATSON, BARRY, TODD | I | BARRY T. WATSON REVOCABLE TRUST | F | Control |
| WATSON, BARRY, TODD | I | BARRY T. WATSON REVOCABLE TRUST | F | Control |
| WATSON, BARRY, TODD | I | BARRY T. WATSON REVOCABLE TRUST | F | Control |
| WATSON, BARRY, TODD | I | BARRY T. WATSON REVOCABLE TRUST | F | Control |
| WATSON, BARRY, TODD | I | BARRY T. WATSON REVOCABLE TRUST | F | Control |
| WATSON, BARRY, TODD | I | BARRY T. WATSON REVOCABLE TRUST | F | Control |
| WATSON, BARRY, TODD | I | BARRY T. WATSON REVOCABLE TRUST | F | Control |
| WATSON, BARRY, TODD | I | BARRY T. WATSON REVOCABLE TRUST | F | Control |
| WATSON, BARRY, TODD | I | BARRY T. WATSON REVOCABLE TRUST | F | Control |
| WORLEY, BRIAN, ANDREW | I | WORLEY FAMILY TRUST | F | Control |
| WORLEY, BRIAN, ANDREW | I | WORLEY FAMILY TRUST | F | Control |
| WORLEY, BRIAN, ANDREW | I | WORLEY FAMILY TRUST | F | Control |
| WORLEY, BRIAN, ANDREW | I | WORLEY FAMILY TRUST | F | Control |
| WORLEY, BRIAN, ANDREW | I | WORLEY FAMILY TRUST | F | Control |
| WORLEY, BRIAN, ANDREW | I | WORLEY FAMILY TRUST | F | Control |
| WORLEY, BRIAN, ANDREW | I | WORLEY FAMILY TRUST | F | Control |
| WORLEY, BRIAN, ANDREW | I | WORLEY FAMILY TRUST | F | Control |
| WORLEY, BRIAN, ANDREW | I | WORLEY FAMILY TRUST | F | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (8)
AZ CA CO NE OK OR TX UT
Address
6965 UNION PARK CENTERSUITE 420
COTTONWOOD HEIGHTS, UT 84047
United States
Phone: 801-568-9788