ASHWORTH WEALTH, LLC

897 W. Baxter Dr.
South Jordan, Utah 84095
Tel: 801-364-4400

About ASHWORTH WEALTH, LLC

ASHWORTH WEALTH, LLC, formally registered with the SEC as ASHWORTH WEALTH, LLC. The firm was established in 10/19/2017. They have over 1 offices throughout the country.

ASHWORTH WEALTH, LLC is a South Jordan, Utah based Financial Planning firm with nearly $326,094,740 assets under management, offering retirement planning & investment advisory services to 836 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116950
SEC#	801-111875
Assets Managed by Firm	$326,094,740
No. of Clients	836
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	836	$326,094,740
Individuals (other than high net worth individuals)	197	$72,897,348
High net worth individuals	70	$140,906,421
Pension and profit sharing plans	37	$99,475,871
Corporations or other businesses	3	$12,815,100

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TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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