DARK HORSE WEALTH LLC

DARK HORSE WEALTH LLC of CAZENOVIA, NY is an SEC-registered investment adviser (CRD 159999). Regulatory assets under management: $36.6M.

Registration

• CRD: 159999
• SEC file number: 801-132392
• Type: Registered investment adviser
• Location: 51 ALBANY ST 2ND FL, CAZENOVIA, NY, 13035
• Phone: 315-559-2834
• Latest filing: 2026-03-27
• Regulatory AUM: $36.6M
• Discretionary AUM: $36.6M
• Clients: 1
• Accounts: 173

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 159999 on SEC IAPD (source of record)
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