Horizon Wealth
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 333752
- Registered since
- November 19, 2025
- Website
- hwtaxstrategies.com
- 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
FINTRXOverview
Horizon Wealth is an independent, owner-operated RIA organized as an LLC that serves individuals and families. The firm is an active SEC-registered adviser (registration year 2025) and positions itself as a capital allocator that combines financial planning, discretionary portfolio management for individuals and small businesses, and selection of third-party advisers. Its fee model includes both percentage-of-AUM and fixed-fee arrangements. Horizon Wealth also lists an industry affiliation with an insurance company, which aligns with its use of annuities among client solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Other27%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 650 S Cherry St
- Time zone
- MT (UTC-7)
- Office locations
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