White Hawk Wealth Management

White Hawk Wealth Management advises individuals (including high‑net‑worth clients), businesses, and families, providing integrated wealth management that combines ongoing investment management with financial planning and consulting. The firm charges advisory fees based on assets under management and offers both discretionary and non‑discretionary portfolio management alongside tailored planning services.

Portfolios are constructed to reflect each client’s stated objectives, time horizon, and risk tolerance, and the firm employs a wide range of analysis and strategies—fundamental, technical, quantitative, charting, modern portfolio theory—and may use ETFs, mutual funds, options, derivatives, and private/alternative investments where suitable. Clients are asked to custody assets at a recommended qualified custodian and the firm typically arranges for fees to be deducted directly from client accounts; clients may impose written investment restrictions documented in client profiles.

The ADV discloses a 2022 customer complaint naming a firm principal that was later dismissed while the prior employer settled, and it also discloses that some advisory representatives receive external compensation as insurance agents, a potential conflict addressed by disclosure and fiduciary duties. The brochure further reflects that this is an initial SEC filing reporting no AUM as of March 25, 2026, and describes operational practices—such as acceptance of standing letters of authorization and the use of private investment vehicles—that distinguish it from many similarly sized supported firms.