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Ashworth Sullivan Wealth Management Group

Ashworth Sullivan Wealth Management Group is a RIA based in Alpharetta, GA with $55M in AUM and with 8 advisors nationwide.

Advisors (8)

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Name Start Date
Paul David Orr Aug 2014
Casey Dominic Sullivan Jul 2009
Marcus Alan Ashworth Jul 2009
Kenneth Scott Brandenburg Jan 2011
Jessica Renee Vickery Oct 2013
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.


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*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Marcus Alan Ashworth Managing Member 05/01/2009
Casey Dominic Sullivan Managing Member/Chief Compliance Officer 05/01/2009

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

30,000 Mill Creek Ave, Suite 340
Alpharetta , GA 30022
Phone Number: 770-771-5812
Other Offices Address City State Zip
110 Evans Mill Drive Dallas GA 30157

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees