Advisor at Yule Creek Wealth Management, LLC
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Firm
Yule Creek Wealth Management, LLC
Location
Carbondale, CO 81623
Credentials
Series 65
Industry experience
13 years
Matthew Owings is a financial advisor at Yule Creek Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at M. Austin Investments, LLC and Equus Private Wealth. Yule Creek Wealth Management provides discretionary investment management primarily for high-net-worth individuals and family offices, focusing on broad asset-allocation portfolios and specialized fixed-income strategies. The firm combines low-cost, index-based ETFs with active fixed-income management and emphasizes municipal-bond expertise and rigorous credit analysis.
Based on Yule Creek Wealth Management, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Fee-only: Management fees based on tiered AUM rates as above; no commissions or performance fees.
502 Main Street
Carbondale, CO 81623
Colorado · Texas
M. Austin Investments, LLC
2022 - Present (4 years)
Equus Private Wealth
2008 - Present (18 years)
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Other specialized services
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