White Hawk Wealth Management
Firm details
- Headquarters
- Broomfield, Colorado
- CRD number
- 341034
- Registered since
- May 11, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.38%
- Individuals21.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
White Hawk Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered as of 2026 and focuses on serving individuals and families. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Compensation is based on a percentage of assets under management rather than commission-based or hourly billing. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser and is not marked as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities6%
- State & Local Bonds2%
- Private Funds2%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Jonathan White
President, Wealth ManagerCRD 5882055

Cameron Dye
Wealth ManagerCRD 7053954
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Broomfield, CO
Boulder
Location
Broomfield, CO
Headquartered in Broomfield, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 340 E 1st Ave
- Time zone
- MT (UTC-7)
- Office locations
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