Our firm is dedicated to providing individuals and other types of clients with a wide array of investment advisory services. Our firm is a limited liability company formed under the laws of the State of Utah in 2008 and has been in business as an investment adviser since that time. Our firm is owned by Todd P. McChesney Financial, Inc. (33.33%), RST Consulting, Inc. (33.33%), and Robert M. Woods Financial, LLC (33.33%). The purpose of this Brochure is to disclose the conflicts of interest associated with the investment transactions, compensation and any other matters related to investment decisions made by our firm or its representatives. As a fiduciary, it is our duty to always act in the client’s best interest. This is accomplished in part by knowing our client. Our firm has established a service-oriented advisory practice with open lines of communication for many different types of clients to help meet their financial goals while remaining sensitive to risk tolerance and time horizons. Working with clients to understand their investment objectives while educating them about our process, facilitates the kind of working relationship we value. Types of Advisory Services Offered Comprehensive Wealth Management: Our Comprehensive Wealth Management service encompasses asset management as well as providing financial planning and/or financial consulting to clients. This service is designed to assist clients in meeting their financial goals through the use of a financial plan or consultation. Our firm conducts client meetings to understand their current financial situation, existing resources, financial goals, tolerance for risk, and any reasonable restrictions they wish to be imposed on the management of their account(s). Based on what is learned, an investment approach is presented to the client. This approach may consist of the use of a third-party platform manager on the Osaic Wealth, Inc. Platform (“Platform Manager”) or the use of a direct third-party money manager (“Asset Manager”) (referred together herein as “Third-Party Money Manager”). It is important for clients to understand that all investment advice and trading of securities will only be offered by or through a Third-Party Money Manager. Our firm will not offer advice on any specific securities or other investments in connection with this service. The Third-Party Money Manager we ultimately recommend to the client will invest primarily in individual stocks, no-load or low-load mutual funds and exchange-traded funds, usually through discount brokers or fund companies. The Fund companies charge each fund shareholder an investment management fee that is disclosed in the fund prospectus while the discount brokerages may charge a transaction fee for the purchase of some funds. Stocks and bonds may be purchased or sold through a brokerage account for clients by the Third-Party Money Manager when appropriate. The brokerage firm may charge a fee for stock and bond trades. Clients may also be invested in equities, warrants, corporate debt securities, commercial paper, certificates of deposit, municipal securities, investment company securities (variable life insurance, variable annuities, and mutual funds shares), U.S. government securities, options contracts, ETFs, futures contracts, interests in partnerships, hedge funds and futures. However, initial public offerings (IPOs) are not available through our firm. ADV Part 2A – Firm Brochure Page 5 Ashworth Wealth, LLC Prior to referring clients to the Third-Party Money Manager, our firm will conduct initial due diligence on the Third-Party Money Manager and how they manage their client accounts to ensure it is a good fit. Following our firm’s referral to the Third-Party Money Manager, clients will be provided with a copy of the Third-Party Money Manager’s Form ADV documents (e.g., Form ADV 2A, Form ADV 2B, Form CRS) as well as a solicitation disclosure statement detailing the fees to be paid to both firms and the Third-Party Money Manager’s privacy policy. Our firm will periodically review Third-Party Money Manager reports provided to the client at least annually. Our firm will also contact clients from time to time in order to review their financial situation and objectives, communicate any changes in information to the Third-Party Money Manager, as warranted, and assist clients in understanding and evaluating the services provided by the Third-Party Money

Manager. Clients will be expected to notify our firm of any changes in their financial situation, investment objectives, or account restrictions that could affect their financial standing. Financial Planning & Consulting: A financial plan may be designed to help the client with all aspects of financial planning without ongoing investment management after the financial plan is completed. The financial plan may include, but is not limited to: net worth statement, cash flow statement, review of investment accounts (including reviewing asset allocation and providing repositioning recommendations), strategic tax planning, review of retirement accounts and plans including recommendations, review of insurance policies and recommendations for changes (if necessary), one or more retirement scenarios, and estate planning review and recommendations. The scope of work and fee for a Financial Planning Agreement is provided to the client in writing prior to the start of the relationship. Retirement Plan Consulting: Our firm provides retirement plan consulting services to employer plan sponsors on an ongoing basis. Generally, such consulting services consist of assisting employer plan sponsors in establishing, monitoring and reviewing their company's participant-directed retirement plan. As the needs of the plan sponsor dictate, areas of advising could include: investment options, plan structure and participant education. Retirement Plan Consulting services typically include:
• Establishing an Investment Policy Statement – Our firm will assist in the development of a statement that summarizes the investment goals and objectives along with the broad strategies to be employed to meet the objectives.
• Investment Options – Our firm will work with the Plan Sponsor to evaluate existing investment options and make recommendations for appropriate changes.
• Asset Allocation and Portfolio Construction – Our firm will develop strategic asset allocation models to aid Participants in developing strategies to meet their investment objectives, time horizon, financial situation and tolerance for risk.
• Investment Monitoring – Our firm will monitor the performance of the investments and notify the client in the event of over/underperformance and in times of market volatility. In providing services for retirement plan consulting, our firm does not provide any advisory services with respect to the following types of assets: employer securities, real estate (excluding real estate ADV Part 2A – Firm Brochure Page 6 Ashworth Wealth, LLC funds and publicly traded REITS), participant loans, non-publicly traded securities or assets, other illiquid investments, or brokerage window programs (collectively, “Excluded Assets”). All retirement plan consulting services shall be in compliance with the applicable state laws regulating retirement consulting services. This applies to client accounts that are retirement or other employee benefit plans (“Plan”) governed by the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). If the client accounts are part of a Plan, and our firm accepts appointment to provide services to such accounts, our firm acknowledges its fiduciary standard within the meaning of Section 3(21) or 3(38) of ERISA as designated by the Retirement Plan Consulting Agreement with respect to the provision of services described therein. Tailoring of Advisory Services Our firm offers general investment advice to our Comprehensive Wealth Management, Financial Planning & Consulting, and Retirement Plan Consulting clients. On more than an occasional basis, Ashworth Wealth, LLC furnishes advice to clients on matters not involving securities, such as financial planning matters, taxation issues, and trust services that often include estate planning. Each Comprehensive Wealth Management client has the opportunity to place reasonable restrictions on the types of investments to be held in the portfolio. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty this would entail in managing the account. Participation in Wrap Fee Programs Our firm does not offer or sponsor a wrap fee program. Regulatory Assets Under Management Our firm manages $0 on a discretionary basis and $287,956,383 on a non-discretionary basis as of December 31, 2023.