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ASHWORTH WEALTH, LLC
ASHWORTH WEALTH, LLC
SOUTH JORDAN, Utah
·
3 registered advisors
·
CRD# 116950
SEC# 801-111875
0
801-364-4400
01
Firm Overview
AUM
$288M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ASHWORTH WEALTH, LLC
3 registered advisors
Robert Matthew Woods
SOUTH JORDAN, Utah
CRD# 6167969
Robert Scott Thomas
SOUTH JORDAN, Utah
CRD# 2750158
Todd Patrick Mcchesney
SOUTH JORDAN, Utah
CRD# 2573818
05
Office Locations
SOUTH JORDAN, Utah
3 advisors
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Data sourced from SEC Form ADV filings. ASHWORTH WEALTH, LLC (CRD# 116950) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.