White Hawk Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
White Hawk Wealth Management reports 153 clients. They include 90 individual clients and 63 high-net-worth individuals. Of its assets, 100.0% ($131M across 482 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 22% |
| High-net-worth individuals | 41% | 78% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 90 | $28.4M | 21.6% | $315K |
| High-net-worth individuals | 63 | $103M | 78.4% | $1.63M |
| Total | 153 | $131M | 100% | $858K |
- Clients
- 90
- Regulatory AUM
- $28.4M
- AUM share
- 21.6%
- Avg. per client
- $315K
- Clients
- 63
- Regulatory AUM
- $103M
- AUM share
- 78.4%
- Avg. per client
- $1.63M
Total
- Clients
- 153
- Regulatory AUM
- $131M
- AUM share
- 100%
- Avg. per client
- $858K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
White Hawk Wealth Management charges 0.47%–1.40% a year for its Wealth Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.40% |
| $1M–$3M | 1.33% |
| $3M–$5M | 1.07% |
| $5M–$10M | 0.77% |
| $10M and above | 0.47% |
Fee details and sources
Jonathan White owns 75% or more of White Hawk Wealth Management. The leadership team of White Hawk Wealth Management includes President Jonathan White. It has 2 employees.
Leadership
Jonathan WhitePresident / Wealth Manager / CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of White Hawk Wealth Management, Inc.
Jonathan White
Control person · since March 2026
Besides its headquarters, White Hawk Wealth Management has 0 offices, with 1 listed address in Colorado.
Colorado · 1 listed address
- 340 E. 1st Avenue, Suite 310, BroomfieldHQ
Contact and registration details
- Legal name
- White Hawk Wealth Management, Inc.
- Headquarters
- 340 E. 1st Avenue, Suite 310, Broomfield, CO 80020
- Website
- whitehawkwealth.com
- Phone
- 303-800-0620
- @whitehawkwealth
- SEC file
- 801-136022
- Structure
- Colorado corporation
- Fiscal year end
- December
White Hawk Wealth Management uses Charles Schwab ($131M) as custodian for its separately managed accounts. White Hawk Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $131M100%
At year end, White Hawk Wealth Management’s separately managed accounts were mostly in funds (89%).
What the accounts hold
- Stocks6%
- Funds89%
- Registered funds87%
- Pooled vehicles2%
- Bonds3%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash2%
How many clients does White Hawk Wealth Management have?
White Hawk Wealth Management has 153 clients and manages $131 million for them, as of August 2026. They include 90 individual clients and 63 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does White Hawk Wealth Management offer?
White Hawk Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does White Hawk Wealth Management charge?
White Hawk Wealth Management charges 0.47%–1.40% a year for its Wealth Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: WHWM ADV 2A, filed 6 August 2026
Which custodians does White Hawk Wealth Management use?
White Hawk Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $131M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does White Hawk Wealth Management have?
White Hawk Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does White Hawk Wealth Management invest in?
At the end of its last fiscal year, White Hawk Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 2% state and local bonds, 2% pooled vehicles (private funds and similar), 2% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns White Hawk Wealth Management?
White Hawk Wealth Management’s direct owner is Jonathan White (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does White Hawk Wealth Management get paid?
White Hawk Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact White Hawk Wealth Management?
White Hawk Wealth Management’s main office is at 340 E. 1st Avenue, Suite 310, Broomfield, CO 80020. Its phone number is 303-800-0620. Its website is whitehawkwealth.com.