A three-adviser team managing $1 billion at Wells Fargo Advisors has joined Ashton Thomas Private Wealth and have opened an office for the firm in Helena, Montana.
The three advisers are Scott Knutson, Michael J. Wong and Martin J. Lewis. Each spent decades with Wells Fargo and a predecessor.
Scottsdale, Arizona-based Ashton Thomas is a registered investment adviser managing approximately $1 billion, and also provides tax and accounting services.
The post Billion-dollar trio at Wells Fargo moves to Ashton Thomas appeared first on InvestmentNews.
We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact Us© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company