Robert Matthew Woods
Investment adviser representative at Ashworth Wealth, LLC
13 yearsExperience
2 statesRegistered in
$377.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Ashworth Wealth, LLCMay 2013 to now
- Osaic Wealth, Inc.Mar 2013 to now
- Ashworth & Empey Financial, LLCJun 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Ashworth Wealth, LLC
$377.8MAssets managed
300Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6167969
- Firm CRD
- 116950