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- Custodian
- Altruist · Charles Schwab & Company · SSG
- Clients
- Retail
- Platforms
- OakCatalyst +more
- Established Date
- 01-08-2004
- Office Locations
- 1
Office Locations
About Hutchison Whitehead Wealth Management
Hutchison Whitehead Wealth Management is a Pennsylvania-based RIA serving ambitious small business owners and owner-minded professionals. The firm provides holistic planning across retirement, investments, insurance, tax and estate, then implements portfolios focused on asset allocation, asset location and tax efficiency. Investment implementation leans on ETFs and mutual funds, with Charles Schwab as a key custodian. Their process is built around client values and “money script.”
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM DENNIS HUTCHISON
Principal
- CRD
- #2014148
- Ownership
- 50% but less than 75%
JOHN MICHAEL WHITEHEAD
Principal
- CRD
- #4607899
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ERIC NOLAN HUTCHISON
--
- CRD
- #2648596
JACK A. ROGERS
Financial Advisor
- CRD
- #5032355
Eagle pioneer
Frontier prime
- CRD
- #66254
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,843,011 | -- |
| Non-Discretionary | $10,587,062 | -- |
| Total | $90,430,073 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,430,073
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,787,958,310 | 24.8% |
| Equity - Exchange | $2,141,224,267 | 29.7% |
| Other | $1,744,701,254 | 24.2% |
| Cash | $1,535,625,484 | 21.3% |
| Total | $7,209,509,315 | 100.0% |