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Home > Retirement Planners > utah > south jordan > ASHWORTH WEALTH, LLC
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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