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J Matthew Newtown

Turtle Creek Wealth Advisors, LLC

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About J Matthew Newtown

J. Matthew Newtown is a financial advisor with Turtle Creek Wealth Advisors, LLC, in Houston, TX. J. Matthew Newtown has been a financial advisor for over 23 years. J. Matthew Newtown has passed the Series 63, Series 65, Series 79TO, SIE and Series 7 examinations. J. Matthew Newtown has held previous positions with SALIENT CAPITAL L.P., SMH CAPITAL INC., REDSTONE CONSULTING, LLC and PAINEWEBBER INCORPORATED.

Firm Information

J Newtown is currently registered with Turtle Creek Wealth Advisors, LLC. Turtle Creek Wealth Advisors, LLC is a Dallas, TX-based Registered Investment Advisor with approximately $905 million in regulatory assets under management. The firm provides investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. The firm also offers estate planning and family governance services, educational seminars, and publication of periodicals.
Turtle Creek Wealth Advisors, LLC

2828 N. HARWOOD STREET

DALLAS, TX 75201

$905.62M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning and family governance

Estate planning and family governance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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J Newtown’s Registration & Firm History

TX

10/08/2024 - Present

Turtle Creek Wealth Advisors, LLC (Houston TX)

TX

11/06/2008 - 09/07/2018

SALIENT CAPITAL L.P. (HOUSTON TX)

TX

08/22/2003 - 11/11/2008

SMH CAPITAL INC. (HOUSTON TX)

FL

02/28/2000 - 12/04/2002

REDSTONE CONSULTING, LLC (BOCA RATON FL)

NJ

08/31/1999 - 02/14/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 08/17/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/13/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for J Matthew Newtown.
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