Richard Thomas Westhelle
Investment adviser representative at Ashton Thomas Private Wealth
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
14 years in the industry.
- Ashton Thomas Private Wealth, LLCAug 2024 to now
- Ashton Thomas Advisors, LLCAug 2024 to now
- Advisors Capital Management, LLCJun 2022 to Aug 2024
- Goldman Sachs Personal Financial ManagementMay 2012 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (AR, FL).
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
- 5741905
- Firm CRD
- 153902