Benny Tran
Investment adviser representative at Ashton Thomas Private Wealth
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Ashton Thomas Private Wealth, LLCAug 2025 to now
- Pan Pacific Partners, LLCAug 2019 to now
- Kobo Wealth ConservancyDec 2017 to now
- Shuster Advisory Group, LLCMar 2022 to Aug 2025
- University of Hawaii At ManoaDec 2016 to Dec 2017
- Nk ManagementJun 2015 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 7177019
- Firm CRD
- 153902