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HORIZON WEALTH
HORIZON WEALTH INVESTMENT SOLUTIONS LLC
CRD 333752 · SEC 801-134662
650 S. CHERRY ST., STE 825, DENVER, CO, 80246, United States
Phone
303-777-7124
Fax
303-321-1068
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.2M
Discretionary AUM
$147.2M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $16.5M |
| High net worth individuals | 76 | $130.7M |
States served
CA, CO, MD, OR, VA, WY, TX
All web addresses on file
Official SEC filing: View on IAPD