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Gregory Paul Hawkins

Investment adviser representative at Wealth Management Cpas, LLC
24 yearsExperience
1 stateRegistered in
$329.2MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Wealth Management Cpas, LLCJun 2023 to now
  2. Gregory P. Hawkins PcMar 2002 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (UT).

Wealth Management Cpas, LLC

$329.2MAssets managed
396Clients
7Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7768313
Firm CRD
310096
Advisor's SEC record (opens in a new tab)
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