Investment adviser representative · Avion Wealth
Ashley L. Owens
CRD 7726721 · The Woodlands, TX
At a glance
Ashley L. Owens is an investment adviser representative with Avion Wealth in The Woodlands, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ashley’s SEC record dates to 2024, about 1 years ago.
Current advisory firm
- Avion WealthSince October 2025The Woodlands, TX · $985M in regulatory assets
SEC adviser record
- Registered since
- 2024 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ashley’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Avion Wealth
- Alexander AmundsonThe Woodlands
- Megan W. BeaufaysThe Woodlands
- Elizabeth A. BradyThe Woodlands
- Paul J. CarrollThe Woodlands · Certified Financial Planner
- Abigail T. DemirovicThe Woodlands
- Christopher J. McBeeThe Woodlands · Certified Financial Planner
- Sarah E. McIvorThe Woodlands
- Karla V. SaezThe Woodlands
Every advisor at Avion Wealth →Avion Wealth: assets, clients and custodians →Financial advisors in The Woodlands, TX →Every Avion Wealth advisor in The Woodlands →Advisor Moves: who changed firms this week →