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Matthew Austin Owings

EQUUS PRIVATE WEALTH MANAGEMENT LLC·CARBONDALE, Colorado
Series 65Clean record13 years registeredEQUUS PRIVATE WEALTH MANAGEMENT LLC
55 N. 4TH STREET, CARBONDALE, CO 81623CRD# 5632831Firm CRD# 144367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Austin Owings · CARBONDALE, CO
Registration
CRD #5632831 · EQUUS PRIVATE WEALTH MANAGEMENT LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

Apr 2026present
YULE CREEK WEALTH MANAGEMENT, LLC
Sep 2022Apr 2026
CARBONDALE, CO
Nov 2012Oct 2022
CARBONDALE, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 1, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EQUUS PRIVATE WEALTH MANAGEMENT LLC
CRD 144367 · SEC 801-80902
AUM
$179M
Regulatory assets under management
Employees
5
45 client accounts
Services offered by EQUUS PRIVATE WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Matthew Austin Owings offer?
Matthew Austin Owings specializes in Investment Management, Fee-Only Advisory. Contact their office in CARBONDALE, Colorado for a consultation.
What are Matthew Austin Owings's credentials?
Matthew Austin Owings is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Austin Owings located?
Matthew Austin Owings is based in CARBONDALE, Colorado, working with EQUUS PRIVATE WEALTH MANAGEMENT LLC. Their office serves clients in the CARBONDALE metropolitan area and surrounding communities.
How does Matthew Austin Owings charge for services?
Matthew Austin Owings's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUUS PRIVATE WEALTH MANAGEMENT LLC?
EQUUS PRIVATE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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