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Ashley Owens

Investment adviser representative at Avion Wealth in The Woodlands, TX

Investment adviser registrationUpdated

Ashley Owens is an investment adviser representative at Avion Wealth, LLC, an investment adviser managing $985M, and works from its The Woodlands, TX office. Ashley Owens has been registered through Avion Wealth since 13 October 2025, has 2 years in the industry across 3 firms and has passed the SIE, Series 7TO and Series 66.

2
Years in industry
1
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Ashley Owens has been an investment adviser representative at Avion Wealth since October 2025, and is not listed among the firm’s executive officers or direct owners.

Avion Wealth, LLC is a The Woodlands, TX firm with $985M under management, 300 clients and 8 advisers in one office, as of its August 2026 filing.

Ashley Owens’ longest registration is the current one, 1 year at Avion Wealth since 2025. Before joining Avion Wealth in 2025, Ashley Owens was registered through Provident Wealth Advisors, LLC and Osaic Advisory Services, LLC.

  1. – present · 1 year
    The Woodlands, TX · Adviser representative · Firm CRD 134242
  2. Provident Wealth Advisors, LLC
    – · under a year
    The Woodlands, TX · Adviser representative · Firm CRD 157392
  3. Osaic Advisory Services, LLC
    – · under a year
    The Woodlands, TX · Adviser representative · Firm CRD 171070

Credentials and registrations

Investment adviser representative registrations

Ashley Owens is registered as an investment adviser representative in Texas, since October 2025.

  • TexasSince 13 October 2025

Examinations

Series 6629 October 2024
Name
Uniform Combined State Law Examination
Series 7TO12 August 2024
Name
General Securities Representative Examination
SIE29 April 2024
Name
Securities Industry Essentials Examination

Key facts

Full name
Ashley Leanne Owens
CRD
7726721
Firm
Avion Wealth · CRD 134242
Office
2829 TECHNOLOGY FOREST BOULEVARD, SUITE 300, The Woodlands, TX 77381-3913
Registration
Investment adviser registration
In the industry since
October 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Ashley Owens work?

Ashley Owens is an investment adviser representative registered through Avion Wealth, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Ashley Owens a financial advisor?

Yes. Ashley Owens has a current investment-adviser registration in Texas, through Avion Wealth since October 2025.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Ashley Owens have?

Ashley Owens has 2 years in the financial industry, since October 2024, across 3 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Ashley Owens passed?

Ashley Owens has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2024.

Source: IAPD individual record, checked 24 October 2026

Where did Ashley Owens work before Avion Wealth?

Before Avion Wealth, Ashley Owens was registered through Provident Wealth Advisors, LLC, February 2025 to September 2025; Osaic Advisory Services, LLC, November 2024 to December 2024.

Source: IAPD individual record, checked 24 October 2026

Where is Ashley Owens based?

Ashley Owens’ registered office is in The Woodlands, TX.

Source: IAPD individual record, checked 24 October 2026

Is Ashley Owens registered with FINRA?

No. Ashley Owens has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Ashley Owens’ record?

Search CRD 7726721 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Owens’ full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Avion Wealth

Sources

  1. IAPD individual record, CRD 7726721, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Avion Wealth, LLC, filed 27 August 2026. Executive officers and direct owners; this person is not among them.