# White Hawk Wealth Management

> White Hawk Wealth Management is an SEC-registered investment advisory firm in Broomfield, CO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 341034
- Filed as: WHITE HAWK WEALTH MANAGEMENT
- Legal name: White Hawk Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Broomfield, CO
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341034
- AdvisorCensus page: https://advisorcensus.com/firm/white-hawk-wealth-management-broomfield-co-341034

## Quick answers

**How is White Hawk Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), White Hawk Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is White Hawk Wealth Management located?**
White Hawk Wealth Management's principal office is in Broomfield, CO, according to its Form ADV.

**Is White Hawk Wealth Management registered with the SEC or a state?**
White Hawk Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341034.

**How much does White Hawk Wealth Management manage?**
White Hawk Wealth Management reports $131,209,800 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**What types of clients does White Hawk Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (63).

**Which custodians does White Hawk Wealth Management use?**
White Hawk Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does White Hawk 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 SEC record: https://adviserinfo.sec.gov/firm/summary/341034

**Does White Hawk Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated August 6, 2026 says: "There is no minimum account size to engage with WHWM. Clients are not required to have a certain amount of investment experience or sophistication."

**What changed in White Hawk Wealth Management's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 6, 2026)

- Account minimum: None

> There is no minimum account size to engage with WHWM. Clients are not required to have a certain amount of investment experience or sophistication.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $131,209,800
- Discretionary: $131,209,800
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $28,361,404 |
| High net worth individuals | 63 | $102,848,396 |

### 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: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- whitehawkwealth.com
- Facebook @whitehawkwealth
- LinkedIn @whitehawkwealth
- YouTube @TheRetirementCheatCode
- YouTube @whitehawkwealth

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. White Hawk Wealth Management (CRD 341034): Form ADV filing data as of October 2026.