Overview
Assets Under Management: $184 million
Headquarters: CREVE COEUR, MO
High-Net-Worth Clients: 135
Average Client Assets: $830,781
Frequently Asked Questions
THE WORLEY BANKS GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306890), THE WORLEY BANKS GROUP, LLC is subject to fiduciary duty under federal law.
THE WORLEY BANKS GROUP, LLC is headquartered in CREVE COEUR, MO.
THE WORLEY BANKS GROUP, LLC serves 135 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, THE WORLEY BANKS GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
THE WORLEY BANKS GROUP, LLC manages $184 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, THE WORLEY BANKS GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.86
Average High-Net-Worth Client Assets: $830,781
Total Client Accounts: 768
Discretionary Accounts: 750
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 306890
Filing ID: 2054187
Last Filing Date: 2026-02-27 09:52:32