Hutchison Whitehead, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 129716
· Canonsburg, PA
· WWW.HWWEALTH.COM
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ADV data as of Apr 01, 2026
- Regulatory AUM
- $90.4M
- Discretionary
- $79.8M
- Clients
- 112
- Avg AUM / client
- $807K
- Accounts
- 414
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 77 | $27.8M | 30.7% |
| High net worth individuals | 35 | $62.6M | 69.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Michael Whitehead | Registered representative | CFP CFA | Jan 2004 (23y) | |
| William Dennis Hutchison | Registered representative | CFP | Jan 2004 (23y) | |
| Jack A. Rogers | Registered representative | Nov 2005 (21y) | ||
| Mark Vincent Rollinson | Registered representative | Jan 2018 (9y) | ||
| Eric Nolan Hutchison | Registered representative | Jun 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Shareholders Service Group, Inc. $57.0M (63% of AUM) Apr 2026
- Charles Schwab & Co. $4.0M (4% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗