H
Hawken Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,501,498
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$3,501,498
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
Financial planning
Portfolio management
Expertise
Active portfolio management
Tax-loss harvesting
General tax planning
Cash flow / budgeting
General estate planning guidance
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 location
Hawken Wealth Management
Reno NV, United States
Number of offices
1
Most active in
Hawken Wealth Management has reported serving >5 clients in these states in the last 12 months.
Nevada · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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