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Horizon Wealth Investment Solutions LLC

● SEC registered since 2025CRD 333752SEC# 801-134662Denver, CO
Export (members)
Reg. AUM
$101.1M
Employees
7
Accounts
493
Location
Denver, CO

Horizon Wealth Investment Solutions LLC assets under management

Horizon Wealth Investment Solutions LLC is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2025. It reports $101.1 million in regulatory assets under management and employs 7 people.
myhorizonwealth.comView on SEC.gov ↗

Horizon Wealth Investment Solutions LLC owners & executives

2 reported
NameTitleOwnershipSince
Blair Jo Melissa ControlManaging Member50-75%2024
Daniel Roland Blair ControlManaging Member/ Cco50-75%2024

Frequently asked questions

How much does Horizon Wealth Investment Solutions LLC manage?

Horizon Wealth Investment Solutions LLC reports $101.1 million in regulatory assets under management on its Form ADV.

How many employees does Horizon Wealth Investment Solutions LLC have?

Horizon Wealth Investment Solutions LLC reports 7 employees.

Where is Horizon Wealth Investment Solutions LLC located?

Horizon Wealth Investment Solutions LLC is based in Denver, CO and has been SEC-registered since 2025.

Does Horizon Wealth Investment Solutions LLC disclose fund performance?

Horizon Wealth Investment Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address650 S. Cherry St., Ste 825, Denver, CO 80246
Phone303-777-7124
Fax303-321-1068
Office hoursFriday 8:00 a.m. - 3:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.1M
Non-discretionary$0
Total (RAUM)$101.1M