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Ash Matson Wealth Partners, Inc. CRD 166261
142 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Palm City, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-01-04 |
Branch Locations
643 North Main St., Marksville, LA 71351 • United States
Palm City, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ash Matson Wealth Partners, Inc. | Palm City | FL | 12/2022 | Present |
| Benjamin A. Luke, Attorney At Law, Llc | Marksville | LA | 04/2007 | Present |
| Benjamin Luke Abstract & Title Co., Llc | Marksville | LA | 02/2008 | Present |
BENJAMIN LUKE ABSTRACT & TITLE CO., LLC; INVESTMENT RELATED; MARKSVILLE, LA; MANAGING MEMBER/INSURANCE AGENT; TIME SPENT: 40 HRS/MONTH DURING TRADING; TITLE INSURANCE PRODUCTS. BENJAMIN A. LUKE ATTORNEY AT LAW, LLC; INVESTMENT RELATED; MARKSVILLE, LA; MANAGING MEMBER/ATTORNEY; TIME SPENT: 40 HRS/MONTH DURING TRADING; PRACTICES LAW.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-03 |
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