Josh Matthews has been Private Wealth Associate of BWM Planning since January 2026, is not listed as a control person, but directly owns under 5% of the firm.
BWM Planning LLC is a Houston, TX firm with $465M under management, 86 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- Brownlee Wealth ManagementCurrent– present · under a yearHouston, TX · Adviser representative · Firm CRD 304855
Investment adviser representative registrations
Josh Matthews is registered as an investment adviser representative in Texas, since December 2025.
- TexasSince 9 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Josh Taylor Matthews
- CRD
- 8180940
- Firm
- BWM Planning · CRD 304855
- Role
- Private Wealth Associate
- Office
- 10000 MEMORIAL DRIVE, SUITE 440, Houston, TX 77024
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Josh Matthews work?
Josh Matthews has been Private Wealth Associate of BWM Planning LLC since January 2026.
Is Josh Matthews a financial advisor?
Yes. Josh Matthews has a current investment-adviser registration in Texas, through BWM Planning since December 2025.
How many years of experience does Josh Matthews have?
Josh Matthews has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Josh Matthews passed?
Josh Matthews passed the Series 65 in December 2025.
Where is Josh Matthews based?
Josh Matthews’ registered office is in Houston, TX.
Is Josh Matthews registered with FINRA?
No. Josh Matthews has no current broker registration.
How can I verify Josh Matthews’ record?
Search CRD 8180940 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Josh Matthews’ full registration record.