Bilal Hisham Lulu
Investment adviser representative at Ashton Thomas Private Wealth
10 yearsExperience
3 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
10 years in the industry.
- Ashton Thomas Private Wealth, LLCNov 2025 to now
- Kpmg, LLPMar 2024 to Nov 2025
- Deloitte, LLPSep 2022 to Feb 2024
- Taxops, LLCMay 2022 to Aug 2022
- Ttec, Inc.Nov 2021 to May 2022
- Rsm US LLPFeb 2019 to Oct 2021
- Mg MotorsFeb 2017 to Feb 2019
- University of Arizona, Parking & Transportation ServicesAug 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (AZ, CO, TX).
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
- 8189743
- Firm CRD
- 153902