Mark Cavalier, Jonathan Smith, Gregory Weiss, and their support team make up the new Pacific Private Wealth Group. Aaron Brodt, our Chief Executive Officer, told Citywire RIA, “We view this milestone as a meaningful statement about our growth trajectory and future vision.” Read more in the Citywire article here: https://citywire.com/ria/news/2-5bn-wells-team-jumps-to-ashton-thomas/a2458181

These changes indicate Arax’s continued dedication to providing advisors with the support and resources they need to better support clients. Haig Ariyan, Chief Executive Officer of Arax, solidified this vision for multichannel growth in a quote to Barron’s, “We want to provide advisors flexibility and options in order to expand our footprint.” Read more in […]

Ashton Thomas is pleased to announce that Mark Cavalier, Jonathan Smith, and Gregory Weiss have joined the firm as managing directors and partners. Along with Michael Hansen and four support team members, they have formed the Pacific Private Wealth Group at Ashton Thomas and have opened the firm’s inaugural office in San Francisco’s Financial District. […]

Ashton Thomas Private Wealth is pleased to announce its inclusion in the list of finalists for ThinkAdvisor’s 2024 Luminaries Awards.

Learn how our new partnership equips affluent individuals and families, foundations and business entities with more resources for success.