HORIZON WEALTH

RIASEC RegisteredEst. 2025

Total AUM

$147M

Discretionary

$147M

100% of AUM

Avg account

$304K

Accounts

485

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 333752
Registered since: November 19, 2025
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI88.76%
Individuals11.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Horizon Wealth is an individually owned limited liability company operating as an independent registered investment adviser. The firm is recorded as SEC-registered in 2025 and positions itself as a capital allocator for individual and family clients, charging either a percentage of assets under management or fixed fees. Core client-facing services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers and third-party managers. Horizon Wealth reports an insurance company industry affiliation and does not identify as an active ESG investor.