Hawken Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hawken Wealth Management provides fee-based discretionary portfolio management and financial planning to individual investors, trusts, estates and charitable organizations. As of December 31, 2025 the firm reported managing roughly $3.5 million in discretionary assets for a single client.
The firm’s primary investment approach is a tactical allocation strategy intended to reduce risk and pursue improved performance, using fundamental, technical and cyclical analysis to guide decisions. Investment implementation can include a broad range of instruments and techniques — from mutual funds and individual equities to options strategies, margin transactions and short‑term trading — with periodic rebalancing and the use of cash positions as potential hedges.
Distinctive features include its status as a state‑registered, single‑advisor practice established in 2021 and its very concentrated client base, which is atypical for independent firms of this type. The adviser maintains a written Code of Ethics and personal‑trading controls, recommends a particular custodian (does not permit client‑directed brokerage), uses third‑party research that may be obtained through broker relationships, and declines to vote client proxies.
Client services
Expertise
Fee options
Up to $10,000 per comprehensive financial plan, negotiated in advance
Up to 2.0% annually, payable quarterly or semi-annually in arrears, negotiable
$250 per hour
Account minimum: $250,000 (may accept lower at discretion)
Main office
Reno NV
Advisors at this office
1
Most active in
Nevada · Texas
Also doing business as
Hawken Wealth Management · Hawken Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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