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FUNDRAISING NEWS | January 21, 2025
Tags: Personnel, Financial Advisor Move
Ashton Thomas Private Wealth said it is establishing a new location in the San Francisco financial district with the addition of three new managing directors and partners to form the Pacific Private Wealth Group.
Mark Cavalier, Jonathan Smith, and Gregory Weiss join Ashton Thomas from Wells Fargo Advisors, where they served as principals of the No. 16 Wall Street Private Wealth Management Group, managing over $2.5B in client assets. The trio will join Michael Hansen, also formerly from Wells Fargo, and four support staff in the new San Francisco office catering to Bay Area clients.
Ashton Thomas said the hub will be central to its growth in the West Coast market. Per Dakota data, the Scottsdale, AZ-based RIA oversees approximately $2.9B in total client assets. It is a unit of RedBird Capital’s Arax Investment Partners, a multi-boutique wealth management platform that takes strategic controlling interests in RIAs. Arax acquired Ashton Thomas in September 2023.
Written By: Dakota
January 09, 2025
January 03, 2025
January 10, 2025
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