WHITE HAWK WEALTH MANAGEMENT
WHITE HAWK WEALTH MANAGEMENT of BROOMFIELD, CO is an SEC-registered investment adviser (CRD 341034). Regulatory assets under management: $131.2M.
Registration
- CRD: 341034
- SEC file number: 801-136022
- Type: Registered investment adviser
- Location: 340 E. 1ST AVENUE, SUITE 310, BROOMFIELD, CO, 80020
- Phone: 303-800-0620
- Latest filing: 2026-08-06
- Regulatory AUM: $131.2M
- Discretionary AUM: $131.2M
- Clients: 2
- Accounts: 482
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Jonathan David White | PRESIDENT / WEALTH MANAGER / CCO | — |
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