Ashton Thomas Private Wealth, LLC

Ashton Thomas Private Wealth, LLC (CRD# 153902) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $214,436,415 in 1,126 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    1,126
    ACCOUNTS
  • Average Account Value
    $190,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, FL, GA, IL, KS, LA, MT, NJ, NM, NV, OR, TX, UT, VA, WA

Financial Advisors at Ashton Thomas Private Wealth, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Marty M. Bender
CRD#: 2891230
15279 N Scottsdale Road, Suite B2-215, Scottsdale, AZ 85254
96
Wealthminder
score

Marty Bender (CRD# 2891230) is an Investment Advisor Representative working at Ashton Thomas Private Wealth, LLC in Scottsdale, AZ and has over 20 years of experience in the finance industry. Marty Bender has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brienne L. Dylewski
CRD#: 4591434
3971 E. Paradise Falls Dr., Ste. 114, Tucson, AZ 85712
96
Wealthminder
score

Brienne Dylewski (CRD# 4591434) is an Investment Advisor Representative working at Ashton Thomas Private Wealth, LLC in Tucson, AZ and has over 12 years of experience in the finance industry. Brienne Dylewski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Karen W. McDade
CRD#: 2193447
14648 North Scottsdale Rd., Suite 100, Scottsdale, AZ 85254
96
Wealthminder
score

Karen McDade (CRD# 2193447) is an Investment Advisor Representative working at Ashton Thomas Private Wealth, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry. Karen McDade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Christopher C. Wilkinson
CRD#: 1839998
15279 N Scottsdale Road, Suite B2-215, Scottsdale, AZ 85254
96
Wealthminder
score

Christopher Wilkinson (CRD# 1839998) is an Investment Advisor Representative working at Ashton Thomas Private Wealth, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry. Christopher Wilkinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Robert R. Lambert
CRD#: 2719561
292 East 12200 South, Suite 100, Draper, UT 84020
93
Wealthminder
score

Robert Lambert (CRD# 2719561) is an Investment Advisor Representative working at Ashton Thomas Private Wealth, LLC in Draper, UT and has over 22 years of experience in the finance industry.

6
Ryan M. Lovett
CRD#: 5833425
15279 N Scottsdale Road, Suite B2-215, Scottsdale, AZ 85254
93
Wealthminder
score

Ryan Lovett (CRD# 5833425) is an Investment Advisor Representative working at Ashton Thomas Private Wealth, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

7
John C. Morzelewski
CRD#: 2772400
292 East 12200 South, Suite 100, Office A-2, Draper, UT 84020
93
Wealthminder
score

John Morzelewski (CRD# 2772400) is an Investment Advisor Representative working at Ashton Thomas Private Wealth, LLC in Draper, UT and has over 21 years of experience in the finance industry.

8
Adam J. Sellens
CRD#: 2606272
7154 E. Stetson Drive, Suite 210, Scottsdale, AZ 85251
93
Wealthminder
score

Adam Sellens (CRD# 2606272) is an Investment Advisor Representative working at Ashton Thomas Private Wealth, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.

9
Marti L. Bryant
CRD#: 6525610
15279 N Scottsdale Road, Suite B2-215, Scottsdale, AZ 85254
89
Wealthminder
score

Marti Bryant (CRD# 6525610) is an Investment Advisor Representative working at Ashton Thomas Private Wealth, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.

10
Craig A. Isaacs
CRD#: 1261116
15279 N Scottsdale Road, Suite B2-215, Scottsdale, AZ 85254
86
Wealthminder
score

Craig Isaacs (CRD# 1261116) is an Investment Advisor Representative working at Ashton Thomas Private Wealth, LLC in Scottsdale, AZ and has over 32 years of experience in the finance industry.

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