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Kade Legett Matthews

OwnerTurtle Creek Wealth Advisors, LLCCRD 7644712

About Kade Legett Matthews

Kade Legett Matthews is listed as Owner at Turtle Creek Wealth Advisors, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 25-50%. Kade Legett Matthews is associated with 3 registered advisers.

Reported ownership

Owns 25-50% of Turtle Creek Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Kade Legett Matthews work?

Kade Legett Matthews is listed as Owner at Turtle Creek Wealth Advisors, LLC on SEC Form ADV.

How much of Turtle Creek Wealth Advisors, LLC does Kade Legett Matthews own?

Form ADV reports a beneficial ownership band of 25-50%.

Turtle Creek Wealth Advisors, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2022
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Turtle Creek Wealth Advisors, LLC

TitleOwner And Manager
OwnershipOver 75%
Control personYes
Since2016
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Turtle Creek Wealth Advisors, LLC

TitleOwner And Manager
OwnershipOver 75%
Control personYes
Since1999
View Turtle Creek Wealth Advisors, LLC →