Martin
Lewis

Ashton Thomas Private Wealth

CRD#4034917
Investment Advisor
in Helena, MT

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About this Advisor

Martin Lewis is a financial advisor operating out of Helena, Montana with 2 years of relevant experience. Lewis is on the advisory team at Ashton Thomas Private Wealth. During their career, Lewis has held roles at Wells Fargo Clearing Services, LLC, Wells Fargo Private Bank, M. S. Howells & Co and Ashton Thomas Private Wealth. Lewis maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, California, Colorado, Idaho, Missouri, Montana, Nebraska, Oregon, Washington and Wyoming. Ashton Thomas Private Wealth is a firm that has its headquarters in Scottsdale, AZ. The firm has offices in 16 locations and a total of 48 people on staff. It handles $2 billion in assets across its 4,533 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves five charitable organizations. Of its 4,533 client accounts, 27% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has 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. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Ashton Thomas Private Wealth most likely consist of some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, 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

825 Great Northern Blvd. Suite 201
Helena, MT 59601

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,003,187,684

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

48

MT Average: 37
Total Number of Accounts

4,533

MT Average: 1,370
Average Account Size

$441,912

MT 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

Martin Lewis Work History

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

2021 - Present (3 years)

M. S. Howells & Co

2021 - Present (3 years)

Ashton Thomas Private Wealth

2020 - 2021 (1 year)

Wells Fargo Clearing Services, LLC

1988 - 2020 (32 years)

Wells Fargo Private Bank

*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 Martin Lewis 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
Brandon Kahoun
Scottsdale, AZ
April Horace
Denver, CO
Rebecca Dammann
Bozeman, MT
Cade Hammarquist
Colorado Springs, CO
Wills Marcello
Scottsdale, AZ
Richard Garber
Saint Helena, CA
William Cerynik
Scottsdale, AZ

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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