Ashton Thomas Private Wealth, LLC
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About this Advisor
John Morzelewski is a financial advisor who works out of Draper, Utah, with 23 years of financial industry experience. Morzelewski is an advisor for Ashton Thomas Private Wealth, LLC. Throughout their career, they have worked at Gentry Wealth Management, Fidelity Brokerage Services, Inc, Meridian United Capital, Accelerated Capital Group, Ashton Thomas Private Wealth, Peachtree Capital Corp, Ashton Thomas Insurance and M. S. Howells & Co. Morzelewski has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Utah. Ashton Thomas Private Wealth, LLC is an advisory company that has its headquarters in Draper, Utah. The firm has offices in three locations and a total of 13 employees. It manages $242 million in assets across its 1,025 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,025 accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Ashton Thomas Private Wealth, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice depend on which services are provided. Fees billed by Ashton Thomas Private Wealth, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ashton Thomas Private Wealth, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Morzelewski Work History
John has 23 years of experience.
M. S. Howells & Co
Ashton Thomas Private Wealth
Ashton Thomas Insurance
Peachtree Capital Corp
Accelerated Capital Group
Gentry Wealth Management
Meridian United Capital
Fidelity Brokerage Services, Inc
John Morzelewski has no disclosures.
Please visit their SEC profile for more details.