ASHWORTH WEALTH, LLC

RIASEC RegisteredEst. 2017

Total AUM

$378M

Discretionary

0% of AUM

Avg account

$434K

Accounts

871

Employees

Advisory reps

Firm details

Headquarters: SOUTH JORDAN, Utah
CRD number: 116950
Registered since: October 19, 2017
Website: www.ashworthwealth.com
Custodians: CHARLES SCHWAB & CO., INC., VOYA FINANCIAL ADVISORS, INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.41%
Individuals24.33%
Pension & Profit Sharing Plans21.02%
Corporations / Businesses4.24%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ashworth Wealth, LLC is a privately held wealth advisory firm that registers with the SEC and began reporting in 2017. It positions itself as a multi-service adviser for individual and family clients as well as select institutional relationships, combining financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. The firm also operates as an insurance broker and offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed-fee engagements. Ashworth describes itself as a capital allocator that places client capital with external managers rather than relying solely on internally managed strategies. The firm does not identify as an active ESG investor.