Tyler Edward Soria
Investment adviser representative at Ashton Thomas Private Wealth
11 yearsExperience
2 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
11 years in the industry.
- Ashton Thomas Private Wealth, LLCMar 2026 to now
- Pinnacle Peak Private Client GroupDec 2025 to Mar 2026
- Echo Global LogisticsSep 2023 to Oct 2025
- UnemployedJun 2023 to Sep 2023
- Orange Theory FitnessFeb 2023 to May 2023
- AsuAug 2022 to May 2023
- Arizona State UniversityAug 2019 to Jun 2023
- High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8197688
- Firm CRD
- 153902