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Paladin Research Report For:

J.D. White

White Hawk Wealth Management

756 Dover Street
Broomfield, CO 80020
303-800-0620

About J.D. White

White Hawk Wealth Management was created in 2017 from an idea that the industry is changing. The business is built around the idea that clients deserve ongoing service and not a single-transaction. We believe that we can best-serve families by offering comprehensive services that cover all aspects of wealth management. White Hawk Wealth Management operates on a boutique-level, but has the support of a large corporation (see below). We understand that the money that we manage for our clients is not our money, but theirs. We take great price in education our clients to make sound financial decisions that will help them pursue all of their financial goals.

White Hawk Wealth Management operates independently under the supervision of a Hybrid Registered Investment Advisor firm, Western Wealth Management. They also are part of LPL Financial's broker-dealer platform, which they gives them access to a wide range of products for their clients. This structure allows White Hawk Wealth Management to offer a fee-based service comprised of both fees and commissions based on what is most appropriate for the client.

See Disclosures

General Information

Firm Start Year
  • 2017
No. of Employees
  • 2-4

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science - Real Estate Finance
  • Southern Methodist University
    08/12/2002 -05/12/2006

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

LPL PaladinRegistry.com Cash Solicitor Disclosure

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-solicitor-disclosure.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890903/paladinregistry-White-Hawk-Wealth-Management-detailed-disclosure.html

Inquire With J.D.