Horizon Wealth Investment Solutions LLC
● SEC registered since 2025CRD 333752SEC# 801-134662Denver, CO
Reg. AUM
$147.2M
Employees
7
Accounts
485
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 $147.2 million in regulatory assets under management and employs 7 people.
Horizon Wealth Investment Solutions LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blair Jo Melissa Control | Managing Member | 50-75% | 2024 |
| Daniel Roland Blair Control | Managing Member/ Cco | 50-75% | 2024 |
Frequently asked questions
How much does Horizon Wealth Investment Solutions LLC manage?
Horizon Wealth Investment Solutions LLC reports $147.2 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
| Address | 650 S. Cherry St., Ste 825, Denver, CO 80246 |
| Phone | 303-777-7124 |
| Fax | 303-321-1068 |
| Office hours | Friday 8:00 a.m. - 3:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$147.2M▲ 46%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$147.2Mregulatory AUM
Discretionary $147.2M