DakotaLogo2024
DakotaLogo2024
Book a Demo
Book A Demo

FUNDRAISING NEWS | April 08, 2024

Ashton Thomas Welcomes $300M Colorado Team

Tags:

Ashton Thomas Private Wealth has added a $300 million advisory team, known as the Confluence Team. The team is based out of Colorado.

The team is led by Angela Johnson and Doug May, both of whom were previously associated with WealthSource. Johnson joined WealthSource in 2021, and May has been with the firm since 2016. Accompanying Johnson and May in the move to Ashton Thomas are an additional advisor, an investment analyst, and two client service associates. Johnson and May had been running separate practices at WealthSource but had sought to unite their efforts under a new firm. Ashton Thomas was among the top choices for Johnson and May due to the wealth solutions and supportive environment it offers. 

The addition of the Confluence Team marks the establishment of Ashton Thomas's second team and third office in Colorado. This move signifies Ashton Thomas's strategic growth and its appeal to high-performing advisory teams looking for supportive and aligned platforms.

For more public pension insights and a comprehensive library of public plan minutes, we would love to offer you a free trial of Dakota Marketplace!

New call-to-action

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

logo-1

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2025 | Terms of Use | Privacy Policy