SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Redhawk Wealth Advisors, Inc.
Minneapolis, MN
CRD 146616
Firm filing updated September 23, 2026 ·
- $1.5BAssets
- 47Advisory staff
- 6,639Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals3,006
- High net worth individuals112
- Pension and profit sharing plans61
- Corporations or other businesses14
- Insurance companies11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 3,006 | $1.0 billion |
| High net worth individuals | 112 | $354.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 61 | $22.8 million |
| Charitable organizations | Fewer than 5 clients | $50,100 |
| Insurance companies | 11 | $24.4 million |
| Corporations or other businesses not listed above | 14 | $30.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.5 billion
- Accounts6,639
- Discretionary$614.7 million · 2,096 accounts
- Non-discretionary$841.5 million · 4,543 accounts
People
- Employees55
- Advisory staff47
- Broker-dealer reps1
- Licensed insurance agents37
- Planning clients11 to 25
Advisors
24 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 146616, SEC file 801-68902.
- Registered with the SEC as an investment advisor (status date on record: March 6, 2008).
Is Redhawk Wealth Advisors, Inc. a fiduciary?
Short answer: Redhawk Wealth Advisors, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
37 staff are licensed insurance agents, the firm is itself an insurance broker or agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.