Adviser Profile
| As of Date | 11/21/2025 |
| Registration status | Registration Changed to HORIZON WEALTH INVESTMENT SOLUTIONS LLC |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| Websites |
| AUM* | 101,116,187 97% |
| of that, discretionary | 101,116,187 97% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 205,104 27% |
| % High Net Worth | 46.05% 255% |
| SMA’s | No |
| 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
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds