Emily Susan Ashton
Investment adviser representative at Kdk Private Wealth Management
12 yearsExperience
1 stateRegistered in
$584.6MFirm assets
5 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Kdk Private Wealth Management, LLCJul 2026 to now
- Ameritas Advisory Services, LLCApr 2025 to Jul 2026
- Foster Financial GroupApr 2025 to Jul 2026
- Kdk Private Wealth Management, LLCJan 2019 to Mar 2025
- Ashton FamilyMay 2017 to Jan 2019
- Kanaly Trust CompanyNov 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kdk Private Wealth Management
Legal name: Kdk Private Wealth Management, LLC
$584.6MAssets managed
95Clients
5Advisers
5 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
- 5815779
- Firm CRD
- 299583