Insights

Niche RIA Hawkins Wealth Management operates as a Registered Investment Adviser with a lean team (0-1 employees), suggesting potential readiness to scale advisory services, onboarding platforms, or outsourced compliance and operations support.

Private Firm Scale Revenue is reported in the $1M-$10M range, indicating a mid-sized advisory practice profile that could benefit from strategic technology, marketing, and practice management enhancements to accelerate growth.

Tech Stack Reliance on Microsoft 365 points to compatibility opportunities for integrated CRM, data analytics, client portal, and security solutions to streamline client service and collaboration.

Regulatory Readiness As a sole or small team RIA, there may be a need for scalable compliance, onboarding workflows, and advisory licensing support to expand client base and geographic reach.

Market Positioning Limited public client feedback and strict post/testimony restrictions suggest opportunities in marketing automation, client education programs, and clear differentiation through digital content and performance transparency.

Similar companies to Hawkins Wealth Management

Hawkins Wealth Management Tech Stack

Hawkins Wealth Management uses 1 technology products and services including Microsoft 365, and more. Explore Hawkins Wealth Management's tech stack below.

Hawkins Wealth Management's Email Address Formats

Hawkins Wealth Management uses at least 1 email format:
Hawkins Wealth Management Email FormatsExamplePercentage
FirstL@hawkinswealth.comJohnD@hawkinswealth.com
100%

Frequently Asked Questions

What is Hawkins Wealth Management's official website and social media links?

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Hawkins Wealth Management's official website is hawkinswealth.com and has social profiles on LinkedIn.

How much revenue does Hawkins Wealth Management generate?

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As of September 2026, Hawkins Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Hawkins Wealth Management's NAICS code?

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Hawkins Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Hawkins Wealth Management have currently?

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As of September 2026, Hawkins Wealth Management has approximately 1 employees across 1 continents, including North America. Key team members include Service Advisor Cco: A. B., Sro Officer: G. H. and Financial Professional: J. R. Explore Hawkins Wealth Management's employee directory with LeadIQ.

What industry does Hawkins Wealth Management belong to?

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Hawkins Wealth Management operates in the Financial Services industry.

What technology does Hawkins Wealth Management use?

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Hawkins Wealth Management's tech stack includes Microsoft 365.

What is Hawkins Wealth Management's email format?

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Hawkins Wealth Management's email format typically follows the pattern of FirstL@hawkinswealth.com. Find more Hawkins Wealth Management email formats with LeadIQ.
Hawkins Wealth Management logo

Hawkins Wealth Management

Financial ServicesIowa, United States0-1 Employees

Hawkins Wealth Management operates as the investment advisory arm of TRH Financial LLC, registered as an investment adviser. Based in North Liberty, Iowa, the firm presents its platform as informational, with advisory services available only to clients or prospective clients who are properly licensed or exempt from licensure. The operation appears to be a very small practice, and it acknowledges standard investment risk, including the potential loss of principal and the fact that past performance is not indicative of future results.

Its activity sits squarely in the financial services sector as a licensed advisory provider only to appropriately licensed clients or those exempt from licensure. The firm also indicates that social media interactions labeled as 'likes' are not endorsements, that client testimonials are restricted under securities laws, and that third-party rankings do not guarantee future performance.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    Hawkins Wealth Management's revenue is estimated to be in the range of $1M - $10M

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