J Matthew Newtown
Investment adviser representative at Turtle Creek Wealth Advisors, LLC
24 yearsExperience
1 stateRegistered in
$2.8BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Turtle Creek Wealth Advisors, LLCOct 2024 to now
- Hightower Securities LLCSep 2018 to Sep 2024
- Salient Private Client, LLCAug 2017 to Sep 2024
- Salient Capital Advisors, LLCJan 2011 to Oct 2017
- Salient Capital L.P.Nov 2008 to Aug 2018
- Endowment Advisers, L.P.Jan 2004 to Oct 2017
- Salient Partners, L.P.Nov 2002 to Sep 2024
- Salient Advisors, L.P.Nov 2002 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Turtle Creek Wealth Advisors, LLC
$2.8BAssets managed
140Clients
17Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3114846
- Firm CRD
- 322998