|
⚲
|
| Horizon Wealth Investment Solutions LLC
✚
|
|
|---|---|
| CRD # | 333752 |
| SEC # | 801-134662 |
| CIK # | |
| AUM | $147.2 M (2026-05-26) |
| Employees | 7 (57% Investors, 29% Brokers) |
| Phone | 303-777-7124 |
| Address | 650 S Cherry St Denver, CO 80246 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 16.5 |
| (b) Individuals (high net worth individuals) | 76 | 130.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 485 | 147.2 |
| By Discretionary | ||
| Discretionary | 485 | 147.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 485 | 147.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.2 | |
| Total | 485 | 147.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Plan2Thrive Financial LLC
✚
|
IA | 0.1 |
|
Stembrook Asset Management LLC
✚
|
NJ | 0.1 |
|
Peachcap Tax & Advisory LLC
✚
|
GA | 0.1 |
|
Blue Bear Financial LLC
✚
|
0.1 | |
|
Chelsea Advisory Services Inc
✚
|
NY | 0.1 |
|
Cross Border Financial Planning USA LLC
✚
|
PA | 0.1 |
|
Entelevest LLC
✚
|
FL | 0.1 |
|
Orion Global Advisors US Inc
✚
|
0.1 | |
|
Heritage Capital LLC
✚
|
CT | 0.1 |
|
KOON Financial Planning & Consulting LLC
✚
|
IN | 0.1 |