Alex G. Ash

ASH MATSON WEALTH PARTNERS

Palm City, FL

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CRD#: 4995156

Professional summary

Alex Garrett Ash, who also goes by Alex Ash, is a registered financial advisor currently at ASH MATSON WEALTH PARTNERS, INC. located in Palm City, Florida and WALEN FINANCIAL GROUP, LLC located in Toledo, Ohio.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Alex has worked at 3 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Ash

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

WALEN FINANCIAL GROUP, LLC; INVESTMENT RELATED; TOLEDO, OH; OWNER; START: 10/2023; SPENDS APPROX. 60 - 80 HRS/MTH DURING SECURITIES HOURS; RUNS OPPORATIONS/IAR ASH MATSON WEALTH PARTNERS, LLC; INVESTMENT RELATED; PALM CITY, FL; START: 06/2022; SPENDS 120 HRS/MTH DURING SECURITIES HOURS; RUNS OPERATIONS/IAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Garrett Ash's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 7, 2022 - Present

ASH MATSON WEALTH PARTNERS, INC.

RIA

CRD#: 166261

Palm City, FL

Current

June 26, 2024 - Present

WALEN FINANCIAL GROUP, LLC

Office #1: 4149 North Holland-sylvania Road Suite 1, Toledo, OH 43623

RIA

CRD#: 140721

TOLEDO, OH

Past

October 23, 2006 - June 6, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

HUNT VALLEY, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/7/2022)

IAR

Michigan
(5/9/2025)

IAR

Ohio
(3/18/2025)

IAR

Texas
(9/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/21/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 10/21/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ASH MATSON WEALTH PARTNERS, INC.

ASH MATSON WEALTH PARTNERS, INC. | MATSON FINANCIAL GROUP, INC. | ASH MATSON WEALTH PARTNERS, LLC

CRD#: 166261 / SEC#:

Florida

Registered Investment Advisory firm - (1/24/2013 Approved)

Louisiana

Registered Investment Advisory firm - (1/4/2023 Approved)

Michigan

Registered Investment Advisory firm - (5/7/2025 Approved)

Ohio

Registered Investment Advisory firm - (3/18/2025 Approved)

Texas

Registered Investment Advisory firm - (9/27/2022 Conditional Restricted)

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Contact information

Main Address

Palm City, FL

Mailing Address

Phone number

(772) 215-9868

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Alex G. Ash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Garrett Ash's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASH MATSON WEALTH PARTNERS, INC.

WALEN FINANCIAL GROUP, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2021

Series 6

Date: 10/21/2006

Current Firm

ASH MATSON WEALTH PARTNERS, INC.

Contact information

Documents

Red Flags

Company Information

ASH MATSON WEALTH PARTNERS, INC.

TRUST BUT VERIFY

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