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Dark Horse Wealth LLC

● SEC registered since 2025CRD 159999SEC# 801-132392Cazenovia, NY
Export (members)
Reg. AUM
$36.6M
Employees
1
Accounts
173
Location
Cazenovia, NY

Dark Horse Wealth LLC assets under management

Dark Horse Wealth LLC is a registered investment adviser overseen by the SEC based in Cazenovia, NY. The firm has been registered since 2025. It reports $36.6 million in regulatory assets under management and employs 1 people.

Dark Horse Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Judson William Ames ControlManaging Member/Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Dark Horse Wealth LLC manage?

Dark Horse Wealth LLC reports $36.6 million in regulatory assets under management on its Form ADV.

How many employees does Dark Horse Wealth LLC have?

Dark Horse Wealth LLC reports 1 employees.

Where is Dark Horse Wealth LLC located?

Dark Horse Wealth LLC is based in Cazenovia, NY and has been SEC-registered since 2025.

Does Dark Horse Wealth LLC disclose fund performance?

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

Contact & registration

Address51 Albany St 2nd Fl, Cazenovia, NY 13035
Phone315-559-2834
Office hours9:30 a.m. - 3 p.m. By Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$36.6M▲ 25%
Mar '25 — $29.4MApr '25 — $29.4MMay '25 — $29.4MJun '25 — $29.4MJul '25 — $29.4MAug '25 — $29.4MSep '25 — $29.4MOct '25 — $29.4MNov '25 — $29.4MDec '25 — $29.4MJan '26 — $29.4MFeb '26 — $29.4MMar '26 — $36.6MApr '26 — $36.6MMay '26 — $36.6MJun '26 — $36.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$36.6Mregulatory AUM
Discretionary $36.6M