SOUTH JORDAN, UTCRD 116950Latest ADV February 19, 2026
Ashworth Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Jordan, UT. Its latest Form ADV filing, dated February 19, 2026, reports $378M in regulatory assets under management, 5 employees, and 871 accounts.
Assets Under Management
$378M
Employees
5
Offices
--
Total Clients
300
Primary office
SOUTH JORDAN, UT
897 W. BAXTER DR., SOUTH JORDAN, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.0% of total clients.
Top client categories% of clientsClients
1
Individuals
64.0%
192
2
HNWI
26.0%
78
3
Pension Plans
9.3%
28
4
Corporations
0.7%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$378Mas of February 19, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$378M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$378M
Total Accounts871
10Y AUM Change+$251M (+197.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee60:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.