# Hutchison Whitehead Wealth Management

> 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.

- CRD: 129716
- Filed as: HUTCHISON WHITEHEAD WEALTH MANAGEMENT
- Legal name: Hutchison Whitehead, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Canonsburg, PA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129716
- AdvisorCensus page: https://advisorcensus.com/firm/hutchison-whitehead-wealth-management-canonsburg-pa-129716

## Quick answers

**How is Hutchison Whitehead Wealth Management compensated?**
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).

**Where is Hutchison Whitehead Wealth Management located?**
Hutchison Whitehead Wealth Management's principal office is in Canonsburg, PA, according to its Form ADV.

**Is Hutchison Whitehead Wealth Management registered with the SEC or a state?**
Hutchison Whitehead Wealth Management is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129716.

**How much does Hutchison Whitehead Wealth Management manage?**
Hutchison Whitehead Wealth Management reports $90,430,073 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (88% discretionary).

**What types of clients does Hutchison Whitehead Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77); high net worth individuals (35).

**Does Hutchison Whitehead Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $90,430,073
- Discretionary: $79,843,011
- Non-discretionary: $10,587,062

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $27,783,274 |
| High net worth individuals | 35 | $62,646,799 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2004 (22 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hwwealth.com
- Facebook @HUTCHISONWHITEHEAD
- LinkedIn @HUTCHISON-WHITEHEAD-WEALTH-MANAGEMENT-LLC
- X @HWWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hutchison Whitehead Wealth Management (CRD 129716): Form ADV filing data as of October 2026.