President / Wealth Manager / CCO · White Hawk Wealth Management
Jonathan D. White
CRD 5882055 · Named on Form ADV at one SEC-registered adviser
At a glance
White Hawk Wealth Management, an SEC-registered wealth manager based in Broomfield, CO with $131 million in regulatory assets, lists Jonathan D. White on its Form ADV as President / Wealth Manager / CCO, a control person.
Firms and roles
- White Hawk Wealth ManagementPresident / Wealth Manager / CCOWealth manager · Broomfield, CO · $131M in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.