RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
J Matthew Newtown
- Title
- Family Advisor | Partnerreportedturtlecreekwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Turtle Creek Wealth Advisors, LLC independent RIA currentsince Oct 8, 2024 · Houston, Tx
- Hightower Advisors, LLC BD affiliatedNov 29, 2018 to Sep 19, 2024 · Houston, Tx
- Hightower Private Client formerAug 10, 2017 to Dec 31, 2018 · Houston, Tx
- Salient Capital Advisors, LLC formerFeb 4, 2011 to Oct 10, 2017 · Houston, Tx
- Ghe Advisers, L.P. formerNov 13, 2006 to Oct 5, 2011 · Houston, Tx
- Cypress Creek Partners asset managerMay 23, 2006 to Oct 10, 2017 · Austin, Tx
- Salient Advisors, L.P. asset managerFeb 20, 2003 to Oct 10, 2017 · Houston, Tx
- Hitherlane Partners, LLC unclassifiedJun 2, 2000 to Dec 4, 2002 · Houston, Tx
- Hightower Advisors, LLC to Turtle Creek Wealth Advisors, LLCleft Sep 19, 2024, registered Oct 8, 2024 (19 days) · Affiliated broker-dealer or bank to independent RIA
- Hightower Private Client to Hightower Advisors, LLCleft Dec 31, 2018, registered Nov 29, 2018 (-32 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Cypress Creek Partners to Ghe Advisers, L.P.left Oct 10, 2017, registered Nov 13, 2006 (-3984 days) · Other · moved with a team
- Salient Advisors, L.P. to Cypress Creek Partnersleft Oct 10, 2017, registered May 23, 2006 (-4158 days) · Other · moved with a team
- Salient Capital Advisors, LLC to Hightower Private Clientleft Oct 10, 2017, registered Aug 10, 2017 (-61 days) · Other · moved with a team
- Ghe Advisers, L.P. to Salient Capital Advisors, LLCleft Oct 5, 2011, registered Feb 4, 2011 (-243 days) · Other
- Hitherlane Partners, LLC to Salient Advisors, L.P.left Dec 4, 2002, registered Feb 20, 2003 (78 days) · Other
- J Matthew Newtown left Hightower Advisors, Llc for Turtle Creek Wealth Advisors, Llc (registered 2024-10-08)Sep 19, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address