White Hawk Wealth Management

RIASEC RegisteredEst. 2026
Total AUM
$131M
Discretionary
$131M
100% of AUM
Avg account
$272K
Accounts
482
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 6%, State & Local Bonds 2%, Private Funds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities6%
  • State & Local Bonds2%
  • Private Funds2%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Jonathan White

    Jonathan White

    President, Wealth ManagerCRD 5882055

  • Cameron Dye

    Cameron Dye

    Wealth ManagerCRD 7053954

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth