Overview
Assets Under Management: $147 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Frequently Asked Questions
HORIZON WEALTH 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 #333752), HORIZON WEALTH is subject to fiduciary duty under federal law.
HORIZON WEALTH is headquartered in DENVER, CO.
HORIZON WEALTH serves 76 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, HORIZON WEALTH offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HORIZON WEALTH manages $147 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, HORIZON WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 485
Discretionary Accounts: 485
Regulatory Filings
CRD Number: 333752
Filing ID: 2044856
Last Filing Date: 2026-02-10 11:02:58