# Ashworth Wealth, LLC

> Ashworth Wealth, LLC is an SEC-registered investment advisory firm in South Jordan, UT, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 116950
- Filed as: ASHWORTH WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Jordan, UT
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116950
- AdvisorCensus page: https://advisorcensus.com/firm/ashworth-wealth-llc-south-jordan-ut-116950

## Quick answers

**How is Ashworth Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ashworth Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ashworth Wealth, LLC located?**
Ashworth Wealth, LLC's principal office is in South Jordan, UT, according to its Form ADV.

**Is Ashworth Wealth, LLC registered with the SEC or a state?**
Ashworth Wealth, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 116950.

**How much does Ashworth Wealth, LLC manage?**
Ashworth Wealth, LLC reports $377,751,050 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (0% discretionary).

**How have Ashworth Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Ashworth Wealth, LLC: Regulatory assets under management: $209,092,577 in the October 2021 data and $377,751,050 in the October 2026 data, up 81%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ashworth Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (78); pension and profit sharing plans (but not the plan participants or government pension plans) (28).

**Which custodians does Ashworth Wealth, LLC use?**
Ashworth Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Pershing Advisor Solutions LLC and Voya Financial Advisors, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Ashworth Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/116950

**What changed in Ashworth Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $326,094,740 to $377,751,050 (+16%). Registered or notice-filed in ID.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing Advisor Solutions LLC
- Voya Financial Advisors, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $377,751,050
- Discretionary: $0
- Non-discretionary: $377,751,050

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 192 | $91,909,693 |
| High net worth individuals | 78 | $190,408,352 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $79,413,642 |
| Corporations or other businesses not listed above | 2 | $16,019,363 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IA, ID, MI, NE, NV, NY, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ashworthwealth.com
- LinkedIn @71054874
- X @AshworthWealth
- YouTube @AshworthWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $209,092,577 | 6 | August 27, 2021 |
| October 2022 | $261,330,563 | 6 | July 13, 2022 |
| October 2023 | $247,099,724 | 7 | February 17, 2023 |
| October 2024 | $287,956,383 | 9 | March 7, 2024 |
| October 2025 | $326,094,740 | 5 | February 26, 2025 |
| October 2026 | $377,751,050 | 5 | February 19, 2026 |

Regulatory assets under management: $209,092,577 in the October 2021 data and $377,751,050 in the October 2026 data, up 81%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $326,094,740 to $377,751,050 (+16%).
- Registered or notice-filed in ID.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ashworth Wealth, LLC (CRD 116950): Form ADV filing data as of October 2026.