Redhawk Wealth Advisors, Inc.
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
FINTRXOverview
Redhawk Wealth Advisors, Inc. is an SEC-registered corporate adviser that combines insurance brokerage with investment advisory services. The firm has operated since 2008 and is organized as an owner-operated business. Its client mix spans high-net-worth individuals and families as well as institutional relationships. Service lines include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. The firm also functions as a capital allocator, engaging external managers and allocating client capital into third-party alternative funds. Redhawk identifies as an active ESG investor and maintains industry relationships consistent with broker-dealer, insurance company, and other investment adviser networks.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities23%
- Cash & Cash Equivalents7%
- Private Funds3%
- Other2%
Owners & executives
3 of 4
James Neathery
CEOCRD 2113004
Daniel Hunt
CEOCRD 5163868
Christopher Kurtz
Chief Executive OfficerCRD 4214710
Contacts
3 of 42
David Sutkaitis
Financial AdvisorCRD 4496466
Deborah Joseph
Investment Advisor RepresentativeCRD 4175506
Richard Ericson
PresidentCRD 7741672
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 246Active vs passive
$818M in ETFs
78%
$636M
17%
$182M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $47.1M | 109,512 | 5.76% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 8500 Normandale Lake Blvd
- Time zone
- CT (UTC-6)
- Office locations
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