# THE MARTIN WORLEY GROUP

THE MARTIN WORLEY GROUP of COTTONWOOD HEIGHTS, UT is an SEC-registered investment adviser.

## Registration

- CRD: 169006
- Type: SEC-registered investment adviser
- SEC file number: 801-79164
- Location: 6965 UNION PARK CENTER, SUITE 420, COTTONWOOD HEIGHTS, UT, 84047
- Phone: 801-568-9788
- Latest filing: 2025-03-27
- Regulatory AUM: $385.0M
- Discretionary AUM: $385.0M
- Clients: 5
- Accounts: 902

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Brian Andrew Worley | CCO; TRUSTEE | — |
| Terra Jo Thurgood | MEMBER | — |
| Barry Todd Watson | TRUSTEE | — |
| MARTIN JUDITH POTTS | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| WORLEY BRIAN ANDREW | CCO; MANAGING MEMBER; MANAGING MEMBER/CCO (+3 more) | — |
| DRAPER WILLIAM JEFFREY | CHIEF COMPLIANCE OFFICER | — |
| THURGOOD TERRA JO | MEMBER | — |
| WATSON BARRY TODD | TRUSTEE | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LAKE OSWEGO | OR | 1 | 586-697-6540 |
| LAKE OSWEGO | OR | 1 | 586-697-6540 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169006/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169006/similar
- Related entities: https://search.stillhousedata.com/firm/169006/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169006

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.