Redhawk Wealth Advisors, Inc.

RIASEC Registered

Total AUM

$1.5B

Discretionary

$615M

42% of AUM

Avg account

$219K

Accounts

6,639

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 146616
Registered since: March 6, 2008
Website: redhawkwa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals70.28%
HNWI24.36%
Corporations / Businesses2.11%
Insurance Companies1.67%
Pension & Profit Sharing Plans1.57%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Redhawk Wealth Advisors, Inc. is an independent, individual-owned registered investment adviser that has been SEC registered since 2008. The firm serves both individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection services. Redhawk also operates as an insurance broker and maintains affiliations across the industry including a broker-dealer relationship and connections with other advisers, accounting professionals, and an insurance company. Its fee model blends percentage-of-AUM billing and fixed fees, and the firm identifies as an active ESG investor while functioning as a capital allocator that places client capital with external managers when appropriate.