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Gavin Owen

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
319 clients
Average Client Portfolio
$353K average
Assets Under Management
$112.6M

Fee Structure

Minimum Investment:$1M
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Location

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Gavin is a financial services professional at Canyon Ridge Group, LLC, an insurance agency, dedicating about 10-20% of his time. He also manages LL Ventures, LLC, a business holding company, spending minimal time on it.

Employment History
Current Registrations
Whitwell Advisors
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Crg Wealth, LLC
February 2021 - April 2025 · 4 yrs 2 mos
State Registrations5 states
CAFLHINVTX
Advisor
Exams
No exam information available for this advisor.