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Building 2ASHWORTH WEALTH, LLC

Map pinSOUTH JORDAN, UT
Phone801-364-4400
NotebookSEC #801-111875
Total AUM
$377.8M
Employees
5
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
897 W. BAXTER DR.
SOUTH JORDAN
UT 84095
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
801-364-4400

ReceiptFinancials

Total AUM
$377.8M
Accounts
871
Discretionary
$0
Accounts
0
Non-Discretionary
$377.8M
Accounts
871

ContactClients

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Individual Clients
192
AUM
$91.9M
HNW Individual Clients
78
AUM
$190.4M
Pension/Profit Sharing Plan Clients
28
AUM
$79.4M
Corporation or Business Clients
2
AUM
$16M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAIDMINENVNYTXUT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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