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Peter Ferriello

Ashworth Wealth, LLC
19 Years of Experience
South Jordan, UT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Peter Ferriello is a CFP-designated registered investment advisor at Ashworth Wealth, LLC, based in South Jordan, UT, with 19 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 300 clients with $380M in assets under management.

Ashworth Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
300 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$377.8M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.00%, with the registered investment advisor's portion capped at 1.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

897 W. Baxter Dr., South Jordan, UT, 84095

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter owns Peter M Ferriello LLC, through which he takes a salary and markets fixed insurance products, and is a Senior Wealth Advisor at Ashworth Wealth LLC, spending full-time providing investment advisory services and financial planning. He also owns rental properties and is a board member for a non-profit organization, Schools to End Poverty.

Employment History
Current Registrations
Ashworth Wealth, LLC
September 2020 - Present · 6 yrs 2 mos
Osaic Wealth, INC.Broker
September 2020 - Present · 6 yrs 2 mos
Previous Registrations
Royal Alliance Associates, INC.
September 2020 - September 2020 · 0 mos
Fsc Securities Corporation
May 2016 - September 2020 · 4 yrs 4 mos
Fsc Securities CorporationBroker
May 2016 - September 2020 · 4 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - May 2016 · 3 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2016 · 3 yrs 7 mos
Chase Investment Services CORP.Broker
May 2008 - October 2012 · 4 yrs 5 mos
Chase Investment Services CORP.
May 2008 - October 2012 · 4 yrs 5 mos
Morgan Stanley & CO., Incorporated
April 2007 - March 2008 · 11 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - March 2008 · 11 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
Morgan Stanley Dw INC.Broker
January 2007 - April 2007 · 3 mos
State Registrations8 states
CACOFLNCNJNYORUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Peter Ferriello - Financial Advisor | TrueAdvisor