Ashworth Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Ashworth Wealth reports 300 clients. They include 192 individual clients, 78 high-net-worth individuals, and 28 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $378M across 871 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 24% |
| High-net-worth individuals | 26% | 50% |
| Pension and profit-sharing plans | 9% | 21% |
| Corporations and other businesses | <1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 192 | $91.9M | 24.3% | $479K |
| High-net-worth individuals | 78 | $190M | 50.4% | $2.44M |
| Pension and profit-sharing plans | 28 | $79.4M | 21.0% | $2.84M |
| Corporations and other businesses | Fewer than 5 | $16M | 4.2% | $8.01M |
| Total | 300 | $378M | 100% | — |
- Clients
- 192
- Regulatory AUM
- $91.9M
- AUM share
- 24.3%
- Avg. per client
- $479K
- Clients
- 78
- Regulatory AUM
- $190M
- AUM share
- 50.4%
- Avg. per client
- $2.44M
- Clients
- 28
- Regulatory AUM
- $79.4M
- AUM share
- 21.0%
- Avg. per client
- $2.84M
- Clients
- Fewer than 5
- Regulatory AUM
- $16M
- AUM share
- 4.2%
- Avg. per client
- $8.01M
Total
- Clients
- 300
- Regulatory AUM
- $378M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Ashworth Wealth is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a flat fee of $1,000 to $50,000, or an hourly fee not to exceed $300, and fees are negotiable.
Todd P. McChesney Financial, Inc. owns 25% to 50% of Ashworth Wealth and is in turn owned by Todd McChesney (75% or more). The leadership team of Ashworth Wealth includes Chief Compliance Officer Todd McChesney. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 5 insurance agents
- Owns 25% to 50% of Ashworth Wealth, LLC
Todd P. McChesney Financial, Inc.
Control person · since March 2008
- Owns 75% or more of Todd P. McChesney Financial, Inc.
Todd McChesney
Control person · since March 2008
- Owns 25% to 50% of Ashworth Wealth, LLC
RST Consulting, Inc.
Control person · since March 2008
- Owns 75% or more of RST Consulting, Inc.
Robert Thomas
Control person · since March 2008
- Owns 25% to 50% of Ashworth Wealth, LLC
Robert M. Woods Financial, LLC
Control person · since January 2023
- Owns 75% or more of Robert M. Woods Financial, LLC
Robert Woods
Control person · since January 2023
Ashworth Wealth’s regulatory assets grew 1.8× from $209M (June 2021) to $378M (February 2026); clients rose from 276 to 300 and employees fell from 6 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $378M | 300 | 5 | 1 |
| Feb 2025February 2025 | $326M | 307 | 5 | 1 |
| Mar 2024March 2024 | $288M | 331 | 9 | 1 |
| Feb 2023February 2023 | $247M | 318 | 7 | 1 |
| Jul 2022July 2022 | $261M | 302 | 6 | 1 |
| Jun 2021June 2021 | $209M | 276 | 6 | 1 |
Besides its headquarters, Ashworth Wealth has 0 offices, with 1 listed address in 1 state.
Utah · 1 listed address
- 897 W. Baxter DR., South JordanHQ
Contact and registration details
- Legal name
- Ashworth Wealth, LLC
- Headquarters
- 897 W. Baxter DR., South Jordan, UT 84095
- Website
- ashworthwealth.com
- Phone
- 801-364-4400
- @71054874
- SEC file
- 801-111875
- Structure
- Utah LLC
- Fiscal year end
- December
Ashworth Wealth’s named custodians for separately managed accounts are Charles Schwab ($267M, 80%), Voya ($66.7M, 20%) and Pershing ($0, 0%). Ashworth Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $267M80%
- VoyaVoya Financial Advisors, Inc. · Des Moines, IA · $66.7M20%
At year end, Ashworth Wealth’s separately managed accounts were mostly in funds (97%).
What the accounts hold
- Stocks2%
- Funds97%
- Cash1%
How many clients does Ashworth Wealth have?
Ashworth Wealth has 300 clients and manages $378 million for them, as of February 2026. They include 192 individual clients, 78 high-net-worth individuals, and 28 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 February 2026
What services does Ashworth Wealth offer?
Ashworth Wealth provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ashworth Wealth use?
Ashworth Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $267M and Voya Financial Advisors, Inc. (Des Moines, IA), with $66.7M. The filing also lists Pershing Advisor Solutions LLC with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 February 2026
How many financial advisors does Ashworth Wealth have?
Ashworth Wealth has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ashworth Wealth invest in?
At the end of its last fiscal year, Ashworth Wealth’s separately managed accounts held 97% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ashworth Wealth?
Ashworth Wealth is owned through holding companies by Todd McChesney, Robert Thomas and Robert Woods. Its direct owners are Todd P. McChesney Financial, Inc., RST Consulting, Inc. and Robert M. Woods Financial, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 19 February 2026
How does Ashworth Wealth get paid?
Ashworth Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ashworth Wealth?
Ashworth Wealth’s main office is at 897 W. Baxter DR., South Jordan, UT 84095. Its phone number is 801-364-4400. Its website is ashworthwealth.com.