Hawken Wealth Management

Overview

Hawken Wealth Management is a small, individual-owned registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm manages a concentrated book of discretionary equity portfolios with an explicit preference for exchange-traded equities. Its advisory model blends fee-based asset management (percentage of AUM) with hourly and fixed-fee planning engagements. Hawken Wealth Management does not position itself as an ESG-driven manager, nor as a multi-state or pension consultant adviser. While not branded as a capital allocator, the firm uses third-party external managers to access alternative strategies (hedge funds, real estate, commodities, oil & gas) alongside more traditional investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices