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THE WORLEY BANKS GROUP, LLC
CRD 306890 · SEC 801-118683
6 CITYPLACE DRIVE, SUITE 460, CREVE COEUR, MO, 63141, United States
Phone
314-530-2700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.3M
Discretionary AUM
$183.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 614 | $66.3M |
| High net worth individuals | 135 | $112.2M |
States served
IL, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD