Insights

Boutique RIA Hawkins Wealth Management is a registered investment adviser with a small team, indicating potential need for scalable outsourcing, technology upgrades, or access to compliance and back-office support to support client growth.

Growth Opportunity Reported revenue between one and ten million with a single employee suggests aggressive growth plans or reliance on partners; potential upsell opportunities for financial planning platforms, CRM-enabled advisory tools, or back-office outsourcing to fuel expansion.

Tech Stack Limited tech footprint shown by Microsoft 365 usage presents an opening for modern cybersecurity, client portal, portfolio analytics, and workflow automation solutions tailored to small advisory firms.

Compliance Fit As a registered advisor with strict disclosure and licensing requirements, Hawkins Wealth Management may benefit from risk/compliance services, audit-ready reporting, and turnkey regulatory support packages.

Market Positioning In a field with large incumbents, there is a chance to partner on managed services or white-label technology to compete more effectively on efficiency, client experience, and scalable advisory delivery.

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.

  • Microsoft 365
    Email

Hawkins Wealth Management's Email Address Formats

Hawkins Wealth Management uses at least 1 format(s):
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 August 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 August 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.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

Section iconFunding & Financials

  • $1M - $10M

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

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