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Ashworth Wealth, LLC

● SEC registered since 2017CRD 116950SEC# 801-111875South Jordan, UT
Export (members)
Reg. AUM
$326.1M
Employees
5
Accounts
836
Location
South Jordan, UT

Ashworth Wealth, LLC assets under management

Ashworth Wealth, LLC operates as an SEC-registered investment adviser based in South Jordan, UT. The firm has been registered since 2017. It reports $326.1 million in regulatory assets under management and employs 5 people.

Ashworth Wealth, LLC owners & executives

7 reported
NameTitleOwnershipSince
Robert M. Woods Financial, LLC ControlOwner25-50%2023
Rst Consulting, Inc. ControlOwner25-50%2008
Todd P. McChesney Financial, Inc. ControlOwner25-50%2008
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Frequently asked questions

How much does Ashworth Wealth, LLC manage?

Ashworth Wealth, LLC reports $326.1 million in regulatory assets under management on its Form ADV.

How many employees does Ashworth Wealth, LLC have?

Ashworth Wealth, LLC reports 5 employees.

Where is Ashworth Wealth, LLC located?

Ashworth Wealth, LLC is based in South Jordan, UT and has been SEC-registered since 2017.

Does Ashworth Wealth, LLC disclose fund performance?

Ashworth Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address897 W. Baxter Dr., South Jordan, UT 84095
Phone801-364-4400
Fax801-364-0275
Office hours9:00a.m. To 5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$326.1M
Total (RAUM)$326.1M