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Steven L Spare

Investment adviser representative at Ashton Thomas Private Wealth
10 yearsExperience
1 stateRegistered in
CFADesignation
$6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Ashton Thomas Private Wealth, LLCJun 2024 to now
  2. Affinity Investment AdvisorsFeb 2016 to May 2024

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995

State registrations

Registered as an investment adviser representative in 1 state (CA).

Ashton Thomas Private Wealth

Legal name: Ashton Thomas Private Wealth, LLC

$6BAssets managed
3,229Clients
94Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2396178
Firm CRD
153902
Advisor's SEC record (opens in a new tab)
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