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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-15-2010
- Office Locations
- 27
Office Locations
About Ashton Thomas Private Wealth
Ashton Thomas Private Wealth is a Scottsdale-based RIA with 27 offices. The firm has been operating for 16 years. Managing $6.0B in total assets under management, with 63 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between December 4, 2025 and August 24, 2026, reported AUM increased 48.3%, from $4.1B to $6.0B.
Across 5 reported observations, AUM increased 179.2% between December 22, 2022 and August 24, 2026, from $2.2B to $6.0B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 63 advisory representatives and 3,229 clients, or 51.3 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 27 reported office locations and 16 years in operation. The source data was last updated on August 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Investment Themes
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- Services
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Owner & Executives
Aaron Brodt
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5017914
- Ownership
- Less than 5%
Heidi Maria Brodt
Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Morgan Kelcee Amos
Wealth Paraplanner
- CRD
- #7591341
DANIEL STEPHEN BAUERS
Wealth Advisor
- CRD
- #5458897
Showing 2 of 103 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,005,186,140 | $763,727 |
| Non-Discretionary | $4,288,360 | $268,023 |
| Total | $6,009,474,500 | $762,720 |
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Separately Managed Accounts
SMA allocation detail is available
Ashton Thomas Private Wealth has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Ashton Thomas Private Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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