Ashley T Ament

Kestra Private Wealth Services, LLC

15 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Kestra Private Wealth Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

206 advisors

Number of Clients

15,631 clients

Average Client Portfolio

$653K average

Assets Under Management

$10.2B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

14636 N Scottsdale Rd, Scottsdale, AZ, 85254

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Ashley owns Ament Properties LLC, created in 2016 to hold a rental property, though the property is not currently held by the LLC. Ashley also owns Ament Holdings LLC, a holding company for properties, since 2024, dedicating minimal time to these activities.

Employment History

Current Registrations

Kestra Private Wealth Services, LLC

October 2025 - Present · 4 mos

Kestra Investment Services, LLCBroker

October 2025 - Present · 4 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

September 2010 - October 2025 · 15 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

July 2010 - October 2025 · 15 yrs 3 mos

State Registrations41 states

AKARAZCACOCTDCFLGAHIIDILINKSMAMDMNMOMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.