ASHWORTH WEALTH, LLC - Financial Advisor in Utah, South Jordan

Tel: 801-364-4400 897 W. Baxter Dr. South Jordan, Utah 84095

About ASHWORTH WEALTH, LLC

ASHWORTH WEALTH, LLC is a South Jordan, Utah based financial advisory firm with nearly $326,094,740 in assets under management and provides investment advisory services for 836 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

116950

Firm SEC#:

801-111875

Assets Under Management:

$326,094,740

No. of Clients:

836

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Utah, South Jordan

FirmCRD#:312068

SEC#:801-129684

No. of Advisors:8

No. of Clients:714

AUM:$116,022,527

FirmCRD#:166130

SEC#:801-130427

No. of Advisors:11

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ELYSIUM WEALTH MANAGEMENT, LLC

312068

801-129684

714

$116,022,527

TENCAP WEALTH COACHING

166130

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Not Disclosed

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