Peyton
Hawkes
Alternativ Wealth
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About this Advisor
Peyton Hawkes is a financial advisor working in Irvine, California who has 1 year of industry experience. Hawkes is currently employed by Alternativ Wealth. Hawkes has gained experience at Hawkes Wealth Management, Syntax Research and Alternativ Wealth. Hawkes holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Alternativ Wealth is a company that has its headquarters in Irvine, CA. The firm has offices in 15 locations and a total of 38 advisors. It administers $430 million in total assets among its 2,231 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 2,231 customer accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Alternativ Wealth has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules usually vary depending on which service is provided. However, fee types charged by Alternativ Wealth most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alternativ Wealth Brokerage Details
$429,817,431
38
2,231
$192,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Peyton Hawkes Work History
Peyton has been registered as a financial advisor for 1 years.*
Alternativ Wealth
Hawkes Wealth Management
Syntax Research
Hawkes Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peyton Hawkes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alternativ Wealth
Irvine, CA
Lavernia, TX
Burlingame, CA
Irvine, CA
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Byron Center, MI
Irvine, CA
Richmond, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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