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THE MARTIN WORLEY GROUP

COTTONWOOD HEIGHTS, UT · CRD 169006 · IAPD ↗ · martinworley.com · 801-568-9788

$385.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — THE MARTIN WORLEY GROUP (COTTONWOOD HEIGHTS, UT) left the SEC roster (was $385.0M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.