Horizon Wealth

7 registered advisors · 0 reported ETFs · $0 reported ETF value · $147.2M regulatory AUM

Horizon Wealth is an investment adviser that files Form ADV with the SEC in Denver, CO, with 7 registered advisors, reporting $147.2M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-07-27 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$147.2MLowTop 83%
  • Clients per advisor23.286LowTop 80%
  • Average AUM per client$903.3KLowTop 79%
  • High-net-worth share of clients46.6%ModerateTop 23%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-07-27. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2025-11-19
SEC file number
801-134662
Form version
10/2021
Latest Form ADV filing
2026-07-27
Address
650 S. Cherry St., Ste 825, Denver, CO 80246, United States
Phone
303-777-7124
Website
https://myhorizonwealth.com/

Size

People and clients

Items 5.A through 5.D.

Employees
7
Registered advisors
7
Offices
3
Clients
163
Clients per advisor
23.286
High-net-worth share of clients
46.6%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$147,239,402
Discretionary AUM
$147,239,402
Non-discretionary AUM
$0
Total accounts
485
Average AUM per client
$903,309

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals76 clients
    $130.7M
  • Individuals (non-HNW)87 clients
    $16.5M

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Selection of Other Advisers
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription)
Affiliations
Related Person Is: Insurance Company or Agency
Custody
Adviser Has Custody of Client Cash; Adviser Custody Amount ($); Adviser Custody Clients (Count)

Source: SEC Form ADV filed by CRD 333752. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
650 S. Cherry St.DenverCO7
8300 Boone BlvdViennaVA2
1250 Main St. E.MonmouthOR1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.