FIRM & WEALTH MANAGER DOCUMENTS
LPL Client Relationship Summary (CRS)
March 31, 2022
Client Relationship Summary (CRS)
March 23, 2023
Form ADV Part 1 - Firm Brochure
March 27, 2024
Form ADV Part 2A - Firm Brochure
March 27, 2024
Wrap Fee Program - Firm Brochure
March 27, 2024
Form ADV Part 2B - Brochure Supplement for J.D. White
Jule 5, 2023
Form ADV Part 2B - Brochure Supplement for Cameron Dye
December 8, 2022
Privacy Policy
April 1, 2024
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
White Hawk Wealth Management operates through Western Wealth Management LLC, a Registered Investment Advisor. Advisory services offered through Western Wealth Management may be available to residents of all 50 states of the United States of America. Advice may not be rendered by Western Wealth Management, unless a client service agreement is in place. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site.
White Hawk Wealth Management has Advisors licensed to offer commission-based products (Education Plans and Insurance) in the following states: AZ, CO, MT, NY, SC, TX, WA. No offers may be made or accepted for these types of products from any resident of any other state.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Western Wealth Management LLC, a Registered Investment Advisor. White Hawk Wealth Management and Western Wealth Management LLC are separate entities from LPL Financial.
LPL Financial Form CRS
Check the backgrounds of investment professionals associated with this site on FINRA’s BrokerCheck.
