BLACKHAWK WEALTH ADVISORS

RIASEC Registered
Total AUM
$62.1M
Discretionary
$61.6M
99% of AUM
Avg account
$986K
Accounts
63
Employees
1
Advisory reps
1

Firm details

Headquarters
DANVILLE, California
CRD number
132251
Custodians
CHARLES SCHWAB & CO., INC., LINCOLN FINANCIAL DISTRIBUTORS, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI84.14%
  • Individuals15.86%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Blackhawk Wealth Advisors is a small, privately owned corporate advisory firm that manages portfolios for individuals and families, with a particular focus on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and supplements its advisory practice with published newsletters or periodicals. It does not position itself as an ESG-driven allocator, nor does it report multi-state or pension-consulting activity. The adviser is equity-oriented and appears to operate as a traditional RIA rather than a capital allocator or family-office vehicle. Service delivery is concentrated on high-net-worth households, and the firm uses third-party managers for select alternative exposure rather than running a large in-house private-investment platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 6%86%
  • Exchange Traded Equities86%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds6%

Contacts

1 of 1
  • JOHN GARDNER

    OwnerCRD 1306496

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DANVILLE, CA

CONTRA COSTA

Location

DANVILLE, CA

Headquartered in DANVILLE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
3860 Blackhawk Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth