The ASHTON THOMAS PRIVATE WEALTH, LLC is a privately held investment adviser that advises $8.79Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. ASHTON THOMAS PRIVATE WEALTH, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 436.07% over the last 5-years.
The Group has been registered with the SEC for 20.41 years and is comprised of 3 filing and 0 relying advisers. They operate out of 28 office locations with their Headquarters at 8605 EAST RAINTREE DRIVE SUITE 280, SCOTTSDALE, ARIZONA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 142 employees comprised of 91 investment and 51 non-investment staff. The total number of Employees increased by 97.22% over the last 5-years.
Their $8.79Bn in assets advised are owned by 0 private funds, 4 public funds and BDCs and 49 other accounts. Assets of High Net Worth Individuals clients own $6.46Bn or 73.52% of Total Assets and Individuals own $1.47Bn or 16.78% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 90.04% and 9.96% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
ASHTON THOMAS PRIVATE WEALTH, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.