Ashworth Wealth, LLC
● SEC registered since 2017CRD 116950SEC# 801-111875South Jordan, UT
Reg. AUM
$377.8M
Employees
5
Accounts
871
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 $377.8 million in regulatory assets under management and employs 5 people.
Ashworth Wealth, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert M. Woods Financial, LLC Control | Owner | 25-50% | 2023 |
| Rst Consulting, Inc. Control | Owner | 25-50% | 2008 |
| Todd P. McChesney Financial, Inc. Control | Owner | 25-50% | 2008 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ashworth Wealth, LLC manage?
Ashworth Wealth, LLC reports $377.8 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
| Address | 897 W. Baxter Dr., South Jordan, UT 84095 |
| Phone | 801-364-4400 |
| Fax | 801-364-0275 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$377.8M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$377.8Mregulatory AUM
Discretionary $0Non-discretionary $377.8M