Wealth Manager
    SEC Registered
    Manages Private Funds

    Ashton Thomas Private Wealth

    Registered investment advisor · Scottsdale, Arizona · CRD #153902

    Assets Under Management
    $6B
    Client Accounts
    7,879
    Employees
    93
    CRD Number
    153902
    Registration
    SEC Registered
    Custodian
    Pershing Advisor Solutions Llc, Charles Schwab & Co., Inc., Goldman Sachs & Co. Llc, National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ashton Thomas Private Wealth

    Ashton Thomas Private Wealth, LLC is a registered investment adviser firm based in Scottsdale, Arizona. The firm specializes in comprehensive wealth management, financial planning, and investment services tailored for affluent individuals, high net worth clients, and businesses. With offices across the continental U.S., including locations in El Paso, TX, Draper, UT, and San Francisco, Ashton Thomas emphasizes a personalized and collaborative approach to wealth management. The firm offers a ran

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ashton Thomas Private Wealth

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Ashton Thomas Private Wealth's AUM?

    Ashton Thomas Private Wealth reports approximately $6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ashton Thomas Private Wealth headquartered?

    Ashton Thomas Private Wealth is headquartered in Scottsdale, Arizona.

    What is Ashton Thomas Private Wealth's CRD number?

    Ashton Thomas Private Wealth's CRD number is 153902. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ashton Thomas Private Wealth manage?

    Ashton Thomas Private Wealth manages approximately 7,879 client accounts according to its latest SEC filing.

    Is Ashton Thomas Private Wealth SEC registered?

    Yes, Ashton Thomas Private Wealth is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Arizona

    Osaic Wealth, Inc.
    Scottsdale, AZ · $234.9B AUM
    Voya Investments, LLC
    Scottsdale, AZ · $59.5B AUM
    Gi Partners
    Scottsdale, AZ · $35.7B AUM
    Davis Selected Advisers LP
    Tucson, AZ · $30.1B AUM
    United Planners' Financial Services of America a Limited Partner
    Scottsdale, AZ · $12.8B AUM
    Foundations Investment Advisors LLC
    Phoenix, AZ · $10.1B AUM
    See all top RIA firms in Arizona →

    Research firms like Ashton Thomas Private Wealth at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial