Matthew A. Owings
Professional summary
Matthew Austin Owings MR. is a registered financial advisor currently at YULE CREEK WEALTH MANAGEMENT, LLC located in Carbondale, Colorado.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Austin Owings MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2022 - Present
YULE CREEK WEALTH MANAGEMENT, LLC
Office #1: 502 Main Street, Carbondale, CO 81623November 1, 2012 - October 21, 2022
EQUUS PRIVATE WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2022)
(3/27/2023)
Current Firm
YULE CREEK WEALTH MANAGEMENT, LLC
CRD#: 322800 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 46 |
| AUM (Assets Under Management) | $ 53,076,000 |
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.
Company Information
YULE CREEK WEALTH MANAGEMENT, LLC
CRD#: 322800Carbondale, CO 81623TRUST BUT VERIFY
Monitor Matthew Owings
Get automatic monthly alerts on:
