Bozeman, MT Valley Commons Drive Office
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Ashton Thomas Private Wealth
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About
Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a broad client base, including individuals, business entities, trusts, family offices, retirement plans and institutional accounts. Services include discretionary and non-discretionary portfolio management on wrap and non‑wrap bases, financial planning and retirement-plan fiduciary consulting, and access to third‑party managers through its Amplify Platform.
The firm typically allocates client assets across mutual funds, ETFs, independent managers and sub‑advisers, and may use strategies such as options, structured notes, inverse/enhanced products and selective cryptocurrency exposure via ETFs or specialist managers. Ashton Thomas also presents performance history for predecessor or affiliated strategies tied to its acquisitions and boutiques (for example via its Mill Street and Day Hagan affiliations), a disclosure and marketing practice that is less common among large enterprise advisers.
Distinctive features include ownership of Day Hagan Asset Management (an adviser to certain ETFs) and a platform model that requires investment adviser representatives to use the Amplify Platform (with Platform Fees disclosed and sometimes absorbed by advisers), as well as routine use of sub‑advisers for fixed‑income management. The firm disclosed an SEC enforcement action in 2024 for a late 13(f) filing and a $375,000 sanction and states it implemented new procedures thereafter; investors should weigh these regulatory and affiliated‑product disclosures alongside the firm’s other policies on conflicts and fee sharing.
Based on Ashton Thomas Private Wealth
Expertise
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Occupation focus
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Location
4575 Valley Commons Drive, Suite 201
Bozeman MT 59718
Advisors at this office
3
Advisors at this office
Rebecca D
CFP®, Series 66
Bozeman, MT
Ashton Thomas Private Wealth
Rebecca Dammann is a CFP® with 14 years of industry experience, currently serving as an advisor at Ashton Thomas Private Wealth. She has worked at Ashton Thomas Securities, M.S. Howells & CO, and Wells Fargo Advisors during her career. Outside of her advisory role, she serves as treasurer and secretary for a local homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, businesses, trusts, family offices, retirement plans, and institutional clients. The firm employs a diversified investment approach, utilizing mutual funds, ETFs, independent managers, and specialist strategies through its Amplify Platform.
Everett J
Series 63, Series 65
Bozeman, MT
Ashton Thomas Private Wealth
Everett Jensen is a financial advisor at Ashton Thomas Private Wealth with Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at World Equity Group, Inc., WealthVest Marketing, Inc., and Edward Jones. Outside of advising, he serves as Vice President of Benchmark Land Surveying. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, and institutional accounts. The firm employs a multi-manager approach using mutual funds, ETFs, independent managers, and specialist strategies, supported by its Amplify Platform and affiliated entities.
John D
CFP®, Series 63, Series 65
Bozeman, MT
Ashton Thomas Private Wealth
John Dubose IV is a CFP® with 32 years of industry experience, currently serving as a senior wealth advisor at Ashton Thomas Private Wealth in Bozeman, MT. His prior experience includes roles at Wells Fargo Advisors, LLC and M.S. Howells & Co. Outside his advisory work, he is the manager of a single-member LLC and owns residential rental properties in Bozeman, MT, and Georgetown, SC. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a wide range of clients, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model with access to third-party managers and uses diversified investment strategies across mutual funds, ETFs, and specialized products.
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