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| Happy Holidays!! thanks for using AUM13F!! |
| Ashworth Wealth LLC
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| CRD # | 116950 |
| SEC # | 801-111875 |
| CIK # | |
| AUM | $326.1 M (2025-02-26) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 801-364-4400 |
| Address | 897 W Baxter Dr South Jordan, UT 84095 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 72.9 |
| (b) Individuals (high net worth individuals) | 70 | 140.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 99.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 12.8 |
| (n) Other | 0 | 0.0 |
| Total | 836 | 326.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 836 | 326.1 |
| Total | 836 | 326.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.1 | |
| Total | 836 | 326.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Silver Grove Financial Group Inc
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|
NY | 0.3 |
|
Masso Torrence Wealth Management Inc
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|
NJ | 0.3 |
|
Palouse Capital Management Inc
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|
WA | 0.3 |
|
Evans Investment Advisors LLC
✚
|
LA | 0.3 |
|
626 Financial LLC
✚
|
MI | 0.3 |
|
Mullaney Keating & Wright Inc
✚
|
CT | 0.3 |
|
Sitrin Capital Management LLC
✚
|
CA | 0.3 |
|
Olistico Wealth LLC
✚
|
OK | 0.3 |
|
Duvarney Craig Douglas
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|
0.3 | |
|
RF&L Wealth Management LLC
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|
MA | 0.3 |