Overview
Assets Under Management: $326 million
Headquarters: SOUTH JORDAN, UT
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
ASHWORTH WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116950), ASHWORTH WEALTH, LLC is subject to fiduciary duty under federal law.
ASHWORTH WEALTH, LLC is headquartered in SOUTH JORDAN, UT.
ASHWORTH WEALTH, LLC serves 70 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, ASHWORTH WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ASHWORTH WEALTH, LLC manages $326 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, ASHWORTH WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.21
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 836
Non-Discretionary Accounts: 836
Regulatory Filings
CRD Number: 116950
Last Filing Date: 2025-02-26 00:00:00
Website: https://ashworthwealth.com