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Worley Erhart-Graves Financial Advisors, Inc.

● SEC registered since 2022CRD 121978SEC# 801-123324Indianapolis, IN
Export (members)
Reg. AUM
$445.5M
Employees
13
Accounts
873
Location
Indianapolis, IN

Worley Erhart-Graves Financial Advisors, Inc. assets under management

Worley Erhart-Graves Financial Advisors, Inc. operates as an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2022. It reports $445.5 million in regulatory assets under management and employs 13 people.
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Worley Erhart-Graves Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Julianne Erhart Graves ControlPresidentOver 75%2008
Tabitha Ann Williams ControlDirector Of Investment Operations/Chief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Worley Erhart-Graves Financial Advisors, Inc. manage?

Worley Erhart-Graves Financial Advisors, Inc. reports $445.5 million in regulatory assets under management on its Form ADV.

How many employees does Worley Erhart-Graves Financial Advisors, Inc. have?

Worley Erhart-Graves Financial Advisors, Inc. reports 13 employees.

Where is Worley Erhart-Graves Financial Advisors, Inc. located?

Worley Erhart-Graves Financial Advisors, Inc. is based in Indianapolis, IN and has been SEC-registered since 2022.

Does Worley Erhart-Graves Financial Advisors, Inc. disclose fund performance?

Worley Erhart-Graves Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3500 Depauw Blvd., Suite 1035, Indianapolis, IN 46268
Phone317-872-5090
Fax317-872-5095
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$445.5M
Total (RAUM)$445.5M