Stephanie Mayann Wei
Investment adviser representative at Ashton Thomas Private Wealth
17 yearsExperience
6 statesRegistered in
$6BFirm assets
16 yearsFirm in business
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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
17 years in the industry.
- Ashton Thomas Private Wealth, LLCJun 2025 to now
- Bank of America, N.A.Mar 2022 to Jun 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Jun 2025
- Structured Products Consulting GroupSep 2021 to Mar 2022
- Mcg Securities, LLCJan 2021 to Mar 2022
- North Capital Private SecuritiesOct 2020 to Sep 2021
- ImpactassetsJan 2020 to Jan 2021
- Self-employedMar 2019 to Jan 2020
- Wells Fargo Securities, LLCNov 2009 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, MA, NY, OR, WA).
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
- 4100666
- Firm CRD
- 153902