Adviser Profile
| As of Date | 12/09/2020 |
| Registration status | Registration Changed to BLACK HORSE WEALTH MANAGEMENT, LLC |
| ADV Location | SAN DIEGO, CA, United States |
| AUM* | 65,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
65M
56M
46M
37M
28M
19M
9M
2020
Private Funds
No private funds