White Hawk Wealth Management, Inc.
● SEC registered since 2026CRD 341034SEC# 801-136022Broomfield, CO
Reg. AUM
$131.2M
Employees
2
Accounts
482
Location
Broomfield, CO
White Hawk Wealth Management, Inc. assets under management
White Hawk Wealth Management, Inc. operates as an SEC-registered investment adviser based in Broomfield, CO. The firm has been registered since 2026. It reports $131.2 million in regulatory assets under management and employs 2 people.
White Hawk Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan David White Control | President / Wealth Manager / Cco | Over 75% | 2026 |
Frequently asked questions
How much does White Hawk Wealth Management, Inc. manage?
White Hawk Wealth Management, Inc. reports $131.2 million in regulatory assets under management on its Form ADV.
How many employees does White Hawk Wealth Management, Inc. have?
White Hawk Wealth Management, Inc. reports 2 employees.
Where is White Hawk Wealth Management, Inc. located?
White Hawk Wealth Management, Inc. is based in Broomfield, CO and has been SEC-registered since 2026.
Does White Hawk Wealth Management, Inc. disclose fund performance?
White Hawk Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 340 E. 1st Avenue, Suite 310, Broomfield, CO 80020 |
| Phone | 303-800-0620 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,340 advisers
EmployeesTop 86%
More than 14% of 16,820 advisers
Assets under management
$131.2Mregulatory AUM
Discretionary $131.2M