# Horizon Wealth

> Horizon Wealth is an SEC-registered investment advisory firm in Denver, CO, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 333752
- Filed as: HORIZON WEALTH
- Legal name: Horizon Wealth Investment Solutions LLC
- Also doing business as: HORIZON WEALTH, HW TAX STRATEGIES, VISION WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333752
- AdvisorCensus page: https://advisorcensus.com/firm/horizon-wealth-denver-co-333752

## Quick answers

**How is Horizon Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Horizon Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Horizon Wealth located?**
Horizon Wealth's principal office is in Denver, CO, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Horizon Wealth registered with the SEC or a state?**
Horizon Wealth is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333752.

**How much does Horizon Wealth manage?**
Horizon Wealth reports $147,239,402 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).

**What types of clients does Horizon Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (76).

**Which custodians does Horizon Wealth use?**
Horizon Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Horizon Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333752

**What changed in Horizon Wealth's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in CA, WY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $147,239,402
- Discretionary: $147,239,402
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $16,548,519 |
| High net worth individuals | 76 | $130,690,883 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, MD, OR, TX, VA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Monouth, OR
- Vienna, VA

### Websites listed on Form ADV (Item 1.I)
- defertaxnow.com
- myhorizonwealth.com
- myvisionwealth.com
- retirementprotectionsolutions.com
- tax-deferred.com
- Facebook @Horizon-Wealth
- LinkedIn @horizon-wealth

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in CA, WY.

### March 2026
- Regulatory assets under management went from $101,116,187 to $147,239,402 (+46%).

### December 2025
- Newly registered with the SEC.
- Added an office in Vienna, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Horizon Wealth (CRD 333752): Form ADV filing data as of October 2026.