Unclaimed Profile

Kade Legett Matthews

TURTLE CREEK WEALTH ADVISORS, LLC·DALLAS, Texas

Clean recordTURTLE CREEK WEALTH ADVISORS, LLC

2828 N. HARWOOD STREET, DALLAS, TX 75201CRD# 7644712Firm CRD# 322998

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kade Legett Matthews · DALLAS, TX

Registration

CRD #7644712 · TURTLE CREEK WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kade Legett Matthews is a registered financial advisor based in DALLAS, Texas, affiliated with TURTLE CREEK WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TURTLE CREEK WEALTH ADVISORS, LLC

AUM

$906M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TURTLE CREEK WEALTH ADVISORS, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7644712

Firm CRD# 322998

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Frequently Asked Questions

What services does Kade Legett Matthews offer?

Kade Legett Matthews specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Kade Legett Matthews's credentials?

Kade Legett Matthews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kade Legett Matthews located?

Kade Legett Matthews is based in DALLAS, Texas, working with TURTLE CREEK WEALTH ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Kade Legett Matthews charge for services?

Kade Legett Matthews's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TURTLE CREEK WEALTH ADVISORS, LLC?

TURTLE CREEK WEALTH ADVISORS, LLC has approximately 19 employees and manages $906M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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