Billion-dollar trio at Wells Fargo moves to Ashton Thomas
The three advisers will open the firm’s third Montana office in Helena.
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.
Learn more about reprints and licensing for this article.
