Aaron Brodt
Investment adviser representative at Ashton Thomas Private Wealth
21 yearsExperience
1 stateRegistered in
$6BFirm assets
16 yearsFirm in business
Are you Aaron Brodt? Claim your profile
Contact this firm
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
21 years in the industry.
- Amplify Financial, LLCNov 2023 to now
- Amplify Technology, LLCMar 2020 to now
- Ashton Thomas Insurance AgencyOct 2016 to now
- Ashton Thomas Private Wealth, LLCMar 2010 to now
- Gfa Wealth DesignAug 2005 to now
- Peachtree Capital CorporationJun 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5017914
- Firm CRD
- 153902