Ashworth Wealth, Llc
- Regulatory AUM
- $378M
- Discretionary
- $0
- Clients
- 300
- Avg AUM / client
- $1.3M
- Accounts
- 871
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 192 | $91.9M | 24.3% |
| High net worth individuals | 78 | $190M | 50.4% |
| Pension and profit sharing plans | 28 | $79.4M | 21.0% |
| Corporations and other businesses | 2 | $16.0M | 4.24% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Income Security Plan Nuvia Dental Implant Center Nuvia Mso, Llc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Scott Thomas | Owner | Mar 2008 (18y) | ≈ 18.75% – 50% via Rst Consulting, Inc. | |
| Todd Patrick Mcchesney | Principal And Chief Compliance Officer | Chartered Financial Consultant | Mar 2008 (18y) | ≈ 18.75% – 50% via Todd P. Mcchesney Financial, Inc. |
| Robert Matthew Woods | Owner | May 2013 (13y) | ≈ 18.75% – 50% via Robert M. Woods Financial, Llc | |
| Peter M. Ferriello | Registered representative | CFP | Sep 2020 (6y) | |
| Austin Cole Mcchesney | Registered representative | Aug 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Todd P. Mcchesney Financial, Inc. | Owner | Mar 2008 | A | 25% – 50% |
| Rst Consulting, Inc. | Owner | Mar 2008 | A | 25% – 50% |
| Robert M. Woods Financial, Llc | Owner | Jan 2023 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robert Scott Thomas: 75% – 100% of Rst Consulting, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Todd Patrick Mcchesney: 75% – 100% of Todd P. Mcchesney Financial, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Robert Matthew Woods: 75% – 100% of Robert M. Woods Financial, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Income Security Plan Nuvia Dental Implant Center | Nuvia Mso, Llc | 1,555 | $6.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 955 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $267M (71% of AUM) Feb 2026
- Voya Financial $66.7M (18% of AUM) Feb 2026
- Pershing $30.7M (9% of AUM) Feb 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗