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ASHWORTH WEALTH, LLC
CRD 116950 · SEC 801-111875
897 W. BAXTER DR., SOUTH JORDAN, UT, 84095, United States
Phone
801-364-4400
Fax
801-364-0275
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$377.8M
Discretionary AUM
$0
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $91.9M |
| High net worth individuals | 78 | $190.4M |
| Pension/profit sharing plans | 28 | $79.4M |
| Corporations/business entities | 2 | $16.0M |
States served
AZ, CA, ID, IA, MI, NE, NV, NY, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD