The Worley Banks Group, LLC
The Worley Banks Group, LLC is an SEC-registered mass-market adviser in Creve Coeur, MO with $184.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns The Worley Banks Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306890, SEC 801-118683, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $184.3M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Creve Coeur, MO
- Employees
- 3
- Clients
- 749
- CRD
- 306890
- Ownership
- WORLEY, DAVID, HOLT; BANKS, TIMOTHY, JOSEPH
How much AUM does The Worley Banks Group, LLC have?
The Worley Banks Group, LLC reported $184.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns The Worley Banks Group, LLC?
Disclosed owners and executives of The Worley Banks Group, LLC include WORLEY, DAVID, HOLT, BANKS, TIMOTHY, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.