|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ashton Thomas Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 153902 |
| SEC # | 801-71512 |
| CIK # | 0002019663 |
| AUM | $4.1 B (2025-06-11) |
| Employees | 114 (31% Investors, 13% Brokers) |
| Phone | 602-732-4745 |
| Address | 8605 East Raintree Drive Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| C H Robinson Worldwide Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,654 | 0.6 |
| (b) Individuals (high net worth individuals) | 874 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 13 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,733 | 4.1 |
| By Discretionary | ||
| Discretionary | 6,708 | 4.0 |
| Non-Discretionary | 25 | 0.0 |
| Total | 6,733 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 6,733 | 4.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002019663] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
W H Reaves & Co Inc
✚
|
NJ | 4.1 |
|
Calamos Wealth Management LLC
✚
|
IL | 4.1 |
|
Financial Advocates Investment Management
✚
|
WA | 4.1 |
|
Mozaic LLC
✚
|
CA | 4.1 |
|
van Berkom and Associates Inc
✚
|
4.1 | |
|
Texas Yale Capital Corp
✚
|
FL | 4.0 |
|
Larson Financial Group LLC
✚
|
MO | 4.0 |
|
Bridgeway Capital Management LLC
✚
|
TX | 4.0 |
|
Finaccess Advisors LLC
✚
|
FL | 4.0 |
|
Wharton Business Group LLC
✚
|
PA | 4.0 |