Ashley Leanne Owens
Investment adviser representative at Avion Wealth
10 yearsExperience
1 stateRegistered in
$984.6MFirm assets
11 yearsFirm in business
Are you Ashley Leanne Owens? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Avion WealthSep 2025 to now
- Provident Wealth Advisors, LLCJan 2025 to Sep 2025
- Osaic Wealth, IncJul 2024 to Dec 2024
- Schroeder Wealth AdvisorsApr 2023 to Dec 2024
- Batteries Plus Bulbs/ Wefixit RepairDec 2022 to Apr 2023
- Asurion (ubreakifix)Aug 2022 to Dec 2022
- Alight SolutionsMay 2021 to Jul 2022
- StarbucksMay 2019 to May 2021
- The Club At Carlton WoodsAug 2016 to May 2019
- Full Time StudentMay 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avion Wealth
Legal name: Avion Wealth, LLC
$984.6MAssets managed
300Clients
12Advisers
11 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
- 7726721
- Firm CRD
- 134242