Blake
Lewkowitz

Ashton Thomas Private Wealth

CRD#7099462
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Blake Lewkowitz is a financial advisor based out of Scottsdale, Arizona with a total of 2 years of industry experience. Lewkowitz works at Ashton Thomas Private Wealth. Over the course of their career, they have held roles at Annexus Securities, LLC, Annexus, Suns Legacy Partners, LLC, K-Mart Corporation, Fanatics, Inc, Abercrombie And Fitch Corporate and Ashton Thomas Private Wealth. Lewkowitz holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. Ashton Thomas Private Wealth is a financial advisory company operating out of Scottsdale, AZ. The company has offices in 16 locations and a total of 48 people on staff. It administers $2 billion in total assets among its 4,533 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises five charitable organizations. Of its 4,533 client accounts, 27% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely depend on which services the firm provides the client. Fees billed by Ashton Thomas Private Wealth likely consist of some combination of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

15279 N Scottsdale Road Suite B2-215
Scottsdale, AZ 85254

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,003,187,684

AZ Average: $1,555,372,352
Total Number of Employees

48

AZ Average: 37
Total Number of Accounts

4,533

AZ Average: 1,370
Average Account Size

$441,912

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Blake Lewkowitz Work History

Blake has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ashton Thomas Private Wealth

2019 - Present (5 years)

Annexus Securities, LLC

2019 - Present (5 years)

Annexus

2016 - 2019 (3 years)

Suns Legacy Partners, LLC

2015 - 2016 (1 year)

K-Mart Corporation

2014 - 2015 (1 year)

Fanatics, Inc

2011 - 2014 (3 years)

Abercrombie And Fitch Corporate

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Blake Lewkowitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ashton Thomas Private Wealth

Christina Cicon
Helena, MT
April Horace
Denver, CO
Jason Buchanan
Scottsdale, AZ
Cade Hammarquist
Colorado Springs, CO
Brandon Kahoun
Scottsdale, AZ
Rebecca Dammann
Bozeman, MT
Wills Marcello
Scottsdale, AZ
Julie Olander
Bozeman, MT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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