CRD: 132251
Blackhawk Wealth Advisors
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- Custodian
- Charles Schwab & Company · Lincoln Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2005
- Office Locations
- 1
Office Locations
About Blackhawk Wealth Advisors
Blackhawk Wealth Advisors is an independent, fiduciary RIA serving high-net-worth individuals and families with holistic wealth advice and research-driven, rules-based portfolio management. The firm emphasizes tax efficiency and risk mitigation, evaluates existing portfolios for suitability, risk, and expenses, and continuously monitors allocations led by a Certified Portfolio Manager/Chief Investment Strategist. Investment implementation is often ETF-based alongside diversified asset allocation.
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Owner & Executives
JOHN JOSEPH GARDNER
Chief Investment Officer
- CRD
- #1306496
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,645,000 | -- |
| Non-Discretionary | $455,000 | -- |
| Total | $62,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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