Unclaimed Profile

Robert Matthew Woods

ASHWORTH WEALTH, LLC·SOUTH JORDAN, Utah

SIE, Series 6, Series 63, Series 65Clean record13 years registeredASHWORTH WEALTH, LLC

897 W. BAXTER DR., SOUTH JORDAN, UT 84095CRD# 6167969Firm CRD# 116950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Matthew Woods · SOUTH JORDAN, UT

Registration

CRD #6167969 · ASHWORTH WEALTH, LLC · 13 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Sep 2022 – present

ASHWORTH WEALTH, LLC

May 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · May 31, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASHWORTH WEALTH, LLC

CRD 116950 · SEC 801-111875

AUM

$288M

Regulatory assets under management

Employees

823 client accounts

Services offered by ASHWORTH WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASHWORTH WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Matthew Woods offer?

Robert Matthew Woods specializes in Financial Planning, Investment Management. Contact their office in SOUTH JORDAN, Utah for a consultation.

What are Robert Matthew Woods's credentials?

Robert Matthew Woods is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Matthew Woods located?

Robert Matthew Woods is based in SOUTH JORDAN, Utah, working with ASHWORTH WEALTH, LLC. Their office serves clients in the SOUTH JORDAN metropolitan area and surrounding communities.

How does Robert Matthew Woods charge for services?

Robert Matthew Woods's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASHWORTH WEALTH, LLC?

ASHWORTH WEALTH, LLC has approximately 9 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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