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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2024
- Office Locations
- 3
Office Locations
About Horizon Wealth
Horizon Wealth is a Denver-based RIA focused on retirement planning, pairing wealth management with tax planning and a tax-deferred strategy offering. The team supports clients across the retirement journey with income planning, asset growth/preservation, and wealth transfer. Portfolios are primarily ETF-based (Schwab/Fidelity custody) and the firm uses its Market Guard methodology plus complimentary Portfolio X-Ray reviews.
Team overview
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Accredited Investors
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CRM
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Investment Themes
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Owner & Executives
DANIEL ROLAND BLAIR
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4847450
- Ownership
- 50% but less than 75%
BLAIR JO MELISSA
Director, Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Jacob Zachary Child
Retirement Protection Solutions, Managing Partner
- CRD
- #7682994
AUSTIN MICHAEL COOPER
Servicing Advisor
- CRD
- #8016049
Ember oak
Timber signal zenith
- CRD
- #15886
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,239,402 | $303,586 |
| Non-Discretionary | $0 | -- |
| Total | $147,239,402 | $303,586 |
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Separately Managed Accounts
Total SMA Asset: $147,239,402
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,618,883,559 | 51.7% |
| Other | $3,380,891,217 | 48.3% |
| Total | $6,999,774,776 | 100.0% |