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Business Manager · Ashton Thomas Private Wealth

Heidi M. Brodt

CRD 6671739 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Ashton Thomas Private Wealth, an SEC-registered wealth manager based in Scottsdale, AZ with $6.0 billion in regulatory assets, lists Heidi M. Brodt on its Form ADV as Business Manager. The SEC filings also name Heidi at 1 other registered adviser.

Firms and roles

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Heidi’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Heidi on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Heidi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.