ASHWORTH WEALTH, LLC
CRD #116950 SEC #801-111875 SOUTH JORDAN, UT 801-364-4400
SEC Registered
Total AUM
$326.1M
Discretionary
$0
Employees
5
Clients
10
Accounts
836
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $326.1M | $0 | $326.1M | 5 | 0 |
| Mar 2024 | $288M | $0 | $288M | 9 | 2 |
| Feb 2023 | $247.1M | $0 | $247.1M | 7 | 1 |
| Nov 2022 | $261.3M | $0 | $261.3M | 6 | 0 |
| Jul 2022 | $261.3M | $0 | $261.3M | 6 | 0 |
| Feb 2022 | $261.3M | $0 | $261.3M | 6 | 0 |
| Dec 2021 | $209.1M | $0 | $209.1M | 6 | 0 |
| Aug 2021 | $209.1M | $0 | $209.1M | 6 | 0 |
| Jun 2021 | $209.1M | $0 | $209.1M | 6 | 0 |
| Feb 2021 | $209.1M | $0 | $209.1M | 6 | 0 |
| Jan 2021 | $167.3M | $0 | $167.3M | 6 | 2 |
| Sep 2020 | $167.3M | $0 | $167.3M | 6 | 2 |
| Sep 2020 | $167.3M | $0 | $167.3M | 5 | 2 |
| Aug 2020 | $167.3M | $0 | $167.3M | 5 | 2 |
| Jun 2020 | $167.3M | $0 | $167.3M | 5 | 2 |
| Jun 2020 | $167.3M | $0 | $167.3M | 5 | 2 |
| Mar 2020 | $167.3M | $0 | $167.3M | 5 | 2 |
| Mar 2020 | $167.3M | $0 | $167.3M | 5 | 2 |
| Feb 2020 | $167.3M | $0 | $167.3M | 5 | 2 |
| Jan 2019 | $138.4M | $0 | $138.4M | 5 | 4 |
| Oct 2018 | $138M | $0 | $138M | 4 | 4 |
| Jun 2018 | $138M | $0 | $138M | 4 | 4 |
| May 2018 | $138M | $0 | $138M | 4 | 4 |
| May 2018 | $138M | $0 | $138M | 4 | 4 |
| Mar 2018 | $138M | $0 | $138M | 4 | 4 |
| Feb 2018 | $138M | $0 | $138M | 4 | 4 |
| Sep 2017 | $127.2M | $0 | $127.2M | 4 | 200 |
DateFeb 2025
Total AUM$326.1M
Discretionary$0
Non-Disc.$326.1M
Employees5
Clients0
DateMar 2024
Total AUM$288M
Discretionary$0
Non-Disc.$288M
Employees9
Clients2
DateFeb 2023
Total AUM$247.1M
Discretionary$0
Non-Disc.$247.1M
Employees7
Clients1
DateNov 2022
Total AUM$261.3M
Discretionary$0
Non-Disc.$261.3M
Employees6
Clients0
DateJul 2022
Total AUM$261.3M
Discretionary$0
Non-Disc.$261.3M
Employees6
Clients0
DateFeb 2022
Total AUM$261.3M
Discretionary$0
Non-Disc.$261.3M
Employees6
Clients0
DateDec 2021
Total AUM$209.1M
Discretionary$0
Non-Disc.$209.1M
Employees6
Clients0
DateAug 2021
Total AUM$209.1M
Discretionary$0
Non-Disc.$209.1M
Employees6
Clients0
DateJun 2021
Total AUM$209.1M
Discretionary$0
Non-Disc.$209.1M
Employees6
Clients0
DateFeb 2021
Total AUM$209.1M
Discretionary$0
Non-Disc.$209.1M
Employees6
Clients0
DateJan 2021
Total AUM$167.3M
Discretionary$0
Non-Disc.$167.3M
Employees6
Clients2
DateSep 2020
Total AUM$167.3M
Discretionary$0
Non-Disc.$167.3M
Employees6
Clients2
DateSep 2020
Total AUM$167.3M
Discretionary$0
Non-Disc.$167.3M
Employees5
Clients2
DateAug 2020
Total AUM$167.3M
Discretionary$0
Non-Disc.$167.3M
Employees5
Clients2
DateJun 2020
Total AUM$167.3M
Discretionary$0
Non-Disc.$167.3M
Employees5
Clients2
DateJun 2020
Total AUM$167.3M
Discretionary$0
Non-Disc.$167.3M
Employees5
Clients2
DateMar 2020
Total AUM$167.3M
Discretionary$0
Non-Disc.$167.3M
Employees5
Clients2
DateMar 2020
Total AUM$167.3M
Discretionary$0
Non-Disc.$167.3M
Employees5
Clients2
DateFeb 2020
Total AUM$167.3M
Discretionary$0
Non-Disc.$167.3M
Employees5
Clients2
DateJan 2019
Total AUM$138.4M
Discretionary$0
Non-Disc.$138.4M
Employees5
Clients4
DateOct 2018
Total AUM$138M
Discretionary$0
Non-Disc.$138M
Employees4
Clients4
DateJun 2018
Total AUM$138M
Discretionary$0
Non-Disc.$138M
Employees4
Clients4
DateMay 2018
Total AUM$138M
Discretionary$0
Non-Disc.$138M
Employees4
Clients4
DateMay 2018
Total AUM$138M
Discretionary$0
Non-Disc.$138M
Employees4
Clients4
DateMar 2018
Total AUM$138M
Discretionary$0
Non-Disc.$138M
Employees4
Clients4
DateFeb 2018
Total AUM$138M
Discretionary$0
Non-Disc.$138M
Employees4
Clients4
DateSep 2017
Total AUM$127.2M
Discretionary$0
Non-Disc.$127.2M
Employees4
Clients200