Overview
Assets Under Management: $158 million
High-Net-Worth Clients: 13
Average Client Assets: $12 million
Frequently Asked Questions
BLACK HORSE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308427), BLACK HORSE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BLACK HORSE WEALTH MANAGEMENT, LLC serves 13 high-net-worth clients according to their SEC filing dated January 08, 2025. View client details ↓
According to their SEC Form ADV, BLACK HORSE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BLACK HORSE WEALTH MANAGEMENT, LLC manages $158 million in client assets according to their SEC filing dated January 08, 2025.
According to their SEC Form ADV, BLACK HORSE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.85
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 71
Discretionary Accounts: 47
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 308427
Last Filing Date: 2025-01-08 00:00:00
Website: https://blackhorsewealth.com