Horizon Wealth
Horizon Wealth is an SEC-registered mass-market adviser in Denver, CO with $147.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Horizon Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333752, SEC 801-134662, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $147.2M (2026-05-26)
- Firm type
- Mass-Market Adviser
- Location
- Denver, CO
- Employees
- 7
- Clients
- 163
- CRD
- 333752
- Ownership
- BLAIR, DANIEL, ROLAND; MELISSA, BLAIR, JO
How much AUM does Horizon Wealth have?
Horizon Wealth reported $147.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Horizon Wealth?
Disclosed owners and executives of Horizon Wealth include BLAIR, DANIEL, ROLAND, MELISSA, BLAIR, JO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.