DARK HORSE WEALTH LLC

Overview

Dark Horse Wealth LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses, with pension consulting services included in its advisory offerings. The firm leans strongly toward equity-centered management: exchange-traded equities are the dominant asset type in client portfolios, and the ADV characterizes the firm’s allocation preference as equities. Fee arrangements combine a percentage-of-assets model with hourly charges for some planning or consulting engagements. Dark Horse Wealth serves a mixed client base rather than operating as a capital allocator or multi-state institutional platform, and it does not identify as an active ESG investor. Investment approach appears pragmatic and client-driven: a core equity posture combined with tailored planning and consulting for business owners and retirement plans. The firm’s use of custodial relationships and liquid, exchange-traded instruments suggests an emphasis on transparency, tradability and tax-aware implementation for taxable households.

Assets & Accounts

Public Holdings

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Location & Offices