HORIZON WEALTH INVESTMENT SOLUTIONS LLC

HORIZON WEALTH INVESTMENT SOLUTIONS LLC of DENVER, CO is an SEC-registered investment adviser (CRD 333752). Regulatory assets under management: $147.2M.

Registration

• CRD: 333752
• SEC file number: 801-134662
• Type: Registered investment adviser
• Location: 650 S. CHERRY ST., STE 825, DENVER, CO, 80246
• Phone: 303-777-7124
• Latest filing: 2026-07-27
• Regulatory AUM: $147.2M
• Discretionary AUM: $147.2M
• Clients: 7
• Accounts: 485

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333752 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search