# Blue Horizon Wealth Management, LLC

> Blue Horizon Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated December 4, 2023.

- CRD: 168466
- Filed as: BLUE HORIZON WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: December 4, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168466
- AdvisorCensus page: https://advisorcensus.com/firm/blue-horizon-wealth-management-llc-168466

## Quick answers

**How is Blue Horizon Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Horizon Wealth Management, LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Blue Horizon Wealth Management, LLC registered with the SEC or a state?**
Blue Horizon Wealth Management, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168466.

**Does Blue Horizon Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168466

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Horizon Wealth Management, LLC (CRD 168466): Form ADV filing data as of October 2026.