TRH FINANCIAL LLC
Legal name: HAWKINS WEALTH MANAGEMENT
CRD #165615 SEC #801-96285 NORTH LIBERTY, IA 319-626-3580
SEC Registered
Total AUM
$565.1M
Discretionary
$564.1M
Employees
14
Clients
--
Accounts
1,928
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $565.1M | $564.1M | $970.5K | 14 | 5 |
| Apr 2021 | $420.5M | $419.6M | $868.6K | 13 | 9 |
| Feb 2021 | $420.5M | $419.6M | $868.6K | 13 | 9 |
| Feb 2021 | $420.5M | $419.6M | $868.6K | 13 | 9 |
| Nov 2020 | $335.6M | $325M | $10.6M | 13 | 0 |
| Sep 2020 | $335.6M | $325M | $10.6M | 13 | 0 |
| Jul 2020 | $335.6M | $325M | $10.6M | 13 | 0 |
| Jun 2020 | $335.6M | $325M | $10.6M | 13 | 0 |
| May 2020 | $335.6M | $325M | $10.6M | 13 | 0 |
| Mar 2020 | $335.6M | $325M | $10.6M | 13 | 0 |
| Mar 2020 | $335.6M | $325M | $10.6M | 13 | 0 |
| May 2019 | $253.1M | $243.6M | $9.5M | 13 | 2 |
| Mar 2019 | $253.1M | $243.6M | $9.5M | 13 | 2 |
| Sep 2018 | $211.3M | $210M | $1.3M | 11 | 3 |
| Sep 2018 | $211.3M | $210M | $1.3M | 11 | 3 |
| Jul 2018 | $211.3M | $210M | $1.3M | 11 | 3 |
| Jul 2018 | $211.3M | $210M | $1.3M | 11 | 3 |
| Jun 2018 | $211.3M | $210M | $1.3M | 11 | 3 |
| Jun 2018 | $211.3M | $210M | $1.3M | 11 | 3 |
| Mar 2018 | $211.3M | $210M | $1.3M | 11 | 3 |
| Mar 2018 | $211.3M | $210M | $1.3M | 11 | 3 |
| Nov 2017 | $189.7M | $187M | $2.7M | 8 | 0 |
| Nov 2017 | $189.7M | $187M | $2.7M | 8 | 0 |
| Mar 2017 | $150.9M | $150.9M | $0 | 8 | 576 |
| Jan 2017 | $109.8M | $109.8M | $0 | 9 | 540 |
| Mar 2016 | $109.8M | $109.8M | $0 | 9 | 540 |
| Mar 2016 | $109.8M | $109.8M | $0 | 9 | 540 |
| Aug 2015 | $105.5M | $105.5M | $0 | 8 | 400 |
| Jul 2015 | $105.5M | $105.5M | $0 | 8 | 400 |
| Jun 2015 | $105.5M | $105.5M | $0 | 8 | 400 |
| May 2015 | $105.5M | $105.5M | $0 | 8 | 400 |
| Feb 2013 | $60M | $60M | $0 | 5 | 292 |
| Jan 2013 | $60M | $60M | $0 | 5 | 292 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateFeb 2022
Total AUM$565.1M
Discretionary$564.1M
Non-Disc.$970.5K
Employees14
Clients5
DateApr 2021
Total AUM$420.5M
Discretionary$419.6M
Non-Disc.$868.6K
Employees13
Clients9
DateFeb 2021
Total AUM$420.5M
Discretionary$419.6M
Non-Disc.$868.6K
Employees13
Clients9
DateFeb 2021
Total AUM$420.5M
Discretionary$419.6M
Non-Disc.$868.6K
Employees13
Clients9
DateNov 2020
Total AUM$335.6M
Discretionary$325M
Non-Disc.$10.6M
Employees13
Clients0
DateSep 2020
Total AUM$335.6M
Discretionary$325M
Non-Disc.$10.6M
Employees13
Clients0
DateJul 2020
Total AUM$335.6M
Discretionary$325M
Non-Disc.$10.6M
Employees13
Clients0
DateJun 2020
Total AUM$335.6M
Discretionary$325M
Non-Disc.$10.6M
Employees13
Clients0
DateMay 2020
Total AUM$335.6M
Discretionary$325M
Non-Disc.$10.6M
Employees13
Clients0
DateMar 2020
Total AUM$335.6M
Discretionary$325M
Non-Disc.$10.6M
Employees13
Clients0
DateMar 2020
Total AUM$335.6M
Discretionary$325M
Non-Disc.$10.6M
Employees13
Clients0
DateMay 2019
Total AUM$253.1M
Discretionary$243.6M
Non-Disc.$9.5M
Employees13
Clients2
DateMar 2019
Total AUM$253.1M
Discretionary$243.6M
Non-Disc.$9.5M
Employees13
Clients2
DateSep 2018
Total AUM$211.3M
Discretionary$210M
Non-Disc.$1.3M
Employees11
Clients3
DateSep 2018
Total AUM$211.3M
Discretionary$210M
Non-Disc.$1.3M
Employees11
Clients3
DateJul 2018
Total AUM$211.3M
Discretionary$210M
Non-Disc.$1.3M
Employees11
Clients3
DateJul 2018
Total AUM$211.3M
Discretionary$210M
Non-Disc.$1.3M
Employees11
Clients3
DateJun 2018
Total AUM$211.3M
Discretionary$210M
Non-Disc.$1.3M
Employees11
Clients3
DateJun 2018
Total AUM$211.3M
Discretionary$210M
Non-Disc.$1.3M
Employees11
Clients3
DateMar 2018
Total AUM$211.3M
Discretionary$210M
Non-Disc.$1.3M
Employees11
Clients3
DateMar 2018
Total AUM$211.3M
Discretionary$210M
Non-Disc.$1.3M
Employees11
Clients3
DateNov 2017
Total AUM$189.7M
Discretionary$187M
Non-Disc.$2.7M
Employees8
Clients0
DateNov 2017
Total AUM$189.7M
Discretionary$187M
Non-Disc.$2.7M
Employees8
Clients0
DateMar 2017
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees8
Clients576
DateJan 2017
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees9
Clients540
DateMar 2016
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees9
Clients540
DateMar 2016
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees9
Clients540
DateAug 2015
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees8
Clients400
DateJul 2015
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees8
Clients400
DateJun 2015
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees8
Clients400
DateMay 2015
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees8
Clients400
DateFeb 2013
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients292
DateJan 2013
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients292
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0