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Martin James Lewis

Ashton Thomas Private Wealth

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About Martin James Lewis

Martin James Lewis is a wealth advisor with Ashton Thomas Private Wealth, a firm with offices in Scottsdale, Arizona and Helena, Montana. Martin James Lewis is a CERTIFIED PUBLIC ACCOUNTANT and holds licenses in Arizona, Montana, Nebraska, Oregon and Texas. Martin James Lewis has been in the financial services industry since 2000. Martin James Lewis has experience working with high net worth individuals, corporations, and charitable organizations. Martin James Lewis specializes in investment advice, financial planning and selection of other advisors. Martin James Lewis is also a board member of the University of Montana Tax Institute Advisory Board.

Firm Information

Martin Lewis is currently registered with Ashton Thomas Private Wealth. Ashton Thomas Private Wealth is a Scottsdale, Arizona-based wealth management firm that provides financial planning, pension consulting, portfolio management for individuals, selection of other advisers, and variable product model design and maintenance services. The firm has $2.89 billion in regulatory assets under management and serves a diverse clientele including individuals, families, businesses, charitable organizations, and pension and profit sharing plans.
Ashton Thomas Private Wealth

8605 EAST RAINTREE DRIVE

SCOTTSDALE, AZ 85260

$2.89B

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable product model design and maintenance

Variable product model design and maintenance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Martin Lewis’s Registration & Firm History

MT

12/01/2023 - Present

Ashton Thomas Private Wealth (Helena MT)

MT

02/27/2020 - 11/11/2021

WELLS FARGO CLEARING SERVICES, LLC (HELENA MT)

CA

12/13/2000 - 05/18/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MN

01/26/2000 - 12/13/2000

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/17/2020

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/01/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/05/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martin James Lewis.
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