{"url":"https://nivawealth.com/firms/ashworth-wealth-116950","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/116950","regulatoryAum":377751050,"crd":"116950","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4970081","suffix":null,"lastName":"FERRIELLO","firstName":"PETER","middleName":"M."},{"crd":"7266618","suffix":null,"lastName":"MCCHESNEY","firstName":"AUSTIN","middleName":"COLE"},{"crd":"2573818","suffix":null,"lastName":"MCCHESNEY","firstName":"TODD","middleName":"PATRICK"},{"crd":"2750158","suffix":null,"lastName":"THOMAS","firstName":"ROBERT","middleName":"SCOTT"},{"crd":"6167969","suffix":null,"lastName":"WOODS","firstName":"ROBERT","middleName":"MATTHEW"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-17","regulatoryAum":209092577,"clients":276,"employees":6,"offices":1},{"filedOn":"2022-07-13","regulatoryAum":261330563,"clients":302,"employees":6,"offices":1},{"filedOn":"2023-02-17","regulatoryAum":247099724,"clients":318,"employees":7,"offices":1},{"filedOn":"2024-03-07","regulatoryAum":287956383,"clients":331,"employees":9,"offices":1},{"filedOn":"2025-02-26","regulatoryAum":326094740,"clients":307,"employees":5,"offices":1},{"filedOn":"2026-02-19","regulatoryAum":377751050,"clients":300,"employees":5,"offices":1}],"secFileNumber":"801-111875","legalName":"Ashworth Wealth, LLC","displayName":"Ashworth Wealth","slug":"ashworth-wealth-116950","website":"https://ashworthwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/116950/963721d5fa48f3ab-r1.webp","tone":"light","width":498,"height":200,"sourceUrl":"https://ashworthwealth.com/","sourceLabel":"Ashworth Wealth, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://linkedin.com/company/71054874","xUrl":"https://x.com/AshworthWealth","founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"897 W. Baxter DR.","city":"South Jordan","state":"UT","stateName":"Utah","country":"United States","postalCode":"84095"},"tradeNames":[],"registration":{"secApproved":"19 October 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1045622.3888888889,"staff":{"employees":5,"advisory":5,"brokerDealerReps":5,"insuranceAgents":5,"promoters":0},"aum":{"regulatory":377751050,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":377751050,"nonDiscretionaryAccounts":871,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":192,"regulatoryAum":91909693},{"label":"High-net-worth individuals","clients":78,"regulatoryAum":190408352},{"label":"Pension and profit-sharing plans","clients":28,"regulatoryAum":79413642},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":16019363}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010205","versionId":1010205,"submittedOn":"2026-02-19","documentName":"FORM ADV PART 2A - FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T08:39:48.202437+00:00","documents":[{"name":"FORM ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010205","versionId":1010205,"submittedOn":"2026-02-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":266574420},{"name":"Pershing Advisor Solutions LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":0},{"name":"Voya Financial Advisors, Inc.","shortName":"Voya","location":"Des Moines, IA","smaAssets":66701304}],"custodyNote":"Ashworth Wealth does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Todd McChesney","title":"Principal and Chief Compliance Officer","crd":"2573818"}],"ownership":[{"label":"Todd P. McChesney Financial, Inc.","detail":"Owner in the 25% to 50% ownership band and a control person, since March 2008."},{"label":"RST Consulting, Inc.","detail":"Owner in the 25% to 50% ownership band and a control person, since March 2008."},{"label":"Robert M. Woods Financial, LLC","detail":"Owner in the 25% to 50% ownership band and a control person, since January 2023."},{"label":"Todd McChesney","detail":"Indirect owner: a owner of Todd P. McChesney Financial, Inc. in the 75% or more band and a control person, since March 2008.","parent":"Todd P. McChesney Financial, Inc."},{"label":"Robert Thomas","detail":"Indirect owner: a owner of RST Consulting, Inc. in the 75% or more band and a control person, since March 2008.","parent":"RST Consulting, Inc."},{"label":"Robert Woods","detail":"Indirect owner: a owner of Robert M. Woods Financial, LLC in the 75% or more band and a control person, since January 2023.","parent":"Robert M. Woods Financial, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":1,"addresses":[{"street":"897 W. Baxter DR.","city":"South Jordan","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"801-364-4400","stateRegisteredReps":5,"otherAdviserReps":3,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":97},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"19 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/116950/PDF/116950.pdf","brochureDate":"19 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010205","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ashworth Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ashworth Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ashworth Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ashworth Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ashworth Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ashworth Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ashworth Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ashworth Wealth?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 19 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}