{
  "crd_number": 129716,
  "slug": "hutchison-whitehead-wealth-management-canonsburg-pa-129716",
  "primary_business_name": "HUTCHISON WHITEHEAD WEALTH MANAGEMENT",
  "legal_name": "HUTCHISON WHITEHEAD, LLC",
  "dbas": [],
  "city": "Canonsburg",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2004-01-08",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 90430073.0,
  "raum_discretionary": 79843011.0,
  "raum_non_discretionary": 10587062.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 27783274.0,
      "count": 77
    },
    "high_net_worth_individuals": {
      "raum": 62646799.0,
      "count": 35
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "PA"
  ],
  "websites": [
    "https://facebook.com/HUTCHISONWHITEHEAD",
    "https://hwwealth.com",
    "https://linkedin.com/COMPANY/HUTCHISON-WHITEHEAD-WEALTH-MANAGEMENT-LLC",
    "https://twitter.com/HWWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129716",
  "city_as_filed": "CANONSBURG",
  "url": "https://advisorcensus.com/firm/hutchison-whitehead-wealth-management-canonsburg-pa-129716",
  "display_name": "Hutchison Whitehead Wealth Management",
  "summary": "Hutchison Whitehead Wealth Management is a state-registered investment advisory firm in Canonsburg, PA, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Hutchison Whitehead Wealth Management (CRD 129716): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Hutchison Whitehead Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hutchison Whitehead Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Hutchison Whitehead Wealth Management located?",
      "a": "Hutchison Whitehead Wealth Management's principal office is in Canonsburg, PA, according to its Form ADV."
    },
    {
      "q": "Is Hutchison Whitehead Wealth Management registered with the SEC or a state?",
      "a": "Hutchison Whitehead Wealth Management is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129716."
    },
    {
      "q": "How much does Hutchison Whitehead Wealth Management manage?",
      "a": "Hutchison Whitehead Wealth Management reports $90,430,073 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (88% discretionary)."
    },
    {
      "q": "What types of clients does Hutchison Whitehead Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (35)."
    },
    {
      "q": "Does Hutchison Whitehead Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129716"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hutchison-whitehead-wealth-management-canonsburg-pa-129716.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 77,
      "fewer_than_5": false,
      "raum": 27783274.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 62646799.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/129716",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}