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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Ridge matrixEagle eagle +more
- Established Date
- 01-04-2011
- Office Locations
- 1
Office Locations
About Ashworth Wealth, LLC
Ashworth Wealth, LLC is an independent registered investment advisor in South Jordan, UT, providing fiduciary financial planning and wealth management, including retirement, tax, and estate planning support. The team can act as a client's financial advisor or personal CFO with a focus on growing and preserving wealth. Advisors are also registered reps of Osaic Wealth, enabling brokerage and securities solutions alongside advisory services, subject to state registration.
Team overview
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Owner & Executives
TODD PATRICK MCCHESNEY
Chief Compliance Officer, PRINCIPAL
- CRD
- #2573818
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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PETER M. FERRIELLO
Senior Wealth Advisor
- CRD
- #4970081
AUSTIN COLE MCCHESNEY
Financial Advisor
- CRD
- #7266618
Insight zenith
North radial
- CRD
- #79382
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $377,751,050 | $433,698 |
| Total | $377,751,050 | $433,698 |
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Separately Managed Accounts
Total SMA Asset: $377,751,050
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $595,729,380 | 10.8% |
| Equity - Exchange | $2,289,145,305 | 41.5% |
| Cash | $2,631,138,097 | 47.7% |
| Total | $5,516,012,782 | 100.0% |