HORIZON WEALTH INVESTMENT SOLUTIONS LLC
Legal name: HORIZON WEALTH
CRD #333752 SEC #801-134662 DENVER, CO 303-777-7124
SEC Registered
Total AUM
$101.1M
Discretionary
$101.1M
Employees
7
Clients
0
Accounts
493
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLAIR, DANIEL, ROLAND | I | MANAGING MEMBER/ CCO | D | Control |
| BLAIR, DANIEL, ROLAND | I | MANAGING MEMBER/ CCO | D | Control |
| BLAIR, DANIEL, ROLAND | I | MANAGING MEMBER/ CCO | D | Control |
| MELISSA, BLAIR, JO | I | MANAGING MEMBER | D | Control |
| MELISSA, BLAIR, JO | I | MANAGING MEMBER | D | Control |
| MELISSA, BLAIR, JO | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (5)
CO MD OR TX VA
Address
650 S. CHERRY ST.STE 825
DENVER, CO 80246
United States
Phone: 303-777-7124