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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HORIZON WEALTH

HORIZON WEALTH INVESTMENT SOLUTIONS LLC, CRD 333752

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ae92e7e-79ce-9bb7-e4a6-72f08dc8805c

Data as of Jul 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Nov 25, 2025 to Jul 27, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $147MItem 5.F on the latest filing (2026-07-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $147M
Private client RAUM: $147MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $21.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 485
Individual clients: 87
High net worth clients: 76
Custody, client assets: $3.1M
SEC number: 801-134662
CRD: 333752
Filings on the tape: 5
First filed: Nov 25, 2025
Latest filed: Jul 27, 2026
Organised: Limited Liability Company, CO
Website: myhorizonwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL ROLAND BLAIR	n/a	DENVER, CO	1	18	5	no
Jonathan Richard Vogel	Certified Financial Planner	DENVER, CO	1	11	2	yes
Logan Taylor Smith	Certified Financial Planner	DENVER, CO	1	13	4	yes
Benjamin Scott Smith	n/a	Monmouth, OR \| DENVER, CO	1	12	3	no
Lawrence Peter Spoth	n/a	DENVER, CO \| VIENNA, VA	0	12	3	no
Jacob Zachary Child	n/a	DENVER, CO \| VIENNA, VA	0	10	2	no
AUSTIN MICHAEL COOPER	n/a	DENVER, CO	0	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLAIR, DANIEL, ROLAND	MANAGING MEMBER/ CCO	D	yes	10/2024	Jul 27, 2026	Jul 27, 2026
MELISSA, BLAIR, JO	MANAGING MEMBER	D	yes	10/2024	Jul 27, 2026	Jul 27, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$147M	$147M	7	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	0	0	0	7	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$147M	n/a	n/a	n/a	n/a	7	n/a	2	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
IMPACT PARTNERSHIP WEALTH, LLC	2	Feb 20, 2025	Nov 27, 2024	DENVER, CO	Team lift out	RIA to RIA	2.9%

Relationships

Controls (2)

← BLAIR, DANIEL, ROLANDOwnerMANAGING MEMBER/ CCO, ownership code D, individual
Jul 27, 2026 to presentfactForm ADV
← MELISSA, BLAIR, JOOwnerMANAGING MEMBER, ownership code D, individual
Jul 27, 2026 to presentfactForm ADV

Registered with (7)

← AUSTIN MICHAEL COOPERAdvisorregistration: current employment
Apr 21, 2026 to presentfactForm ADV
← Lawrence Peter SpothAdvisorregistration: current employment
Feb 19, 2026 to presentfactForm ADV
← Jacob Zachary ChildAdvisorregistration: current employment
Feb 19, 2026 to presentfactForm ADV
← Benjamin Scott SmithAdvisorregistration: current employment
Mar 31, 2025 to presentfactForm ADV
← Logan Taylor SmithAdvisorregistration: current employment
Jan 7, 2025 to presentfactForm ADV
← DANIEL ROLAND BLAIRAdvisorregistration: current employment
Nov 27, 2024 to presentfactForm ADV
← Jonathan Richard VogelAdvisorregistration: current employment
Nov 27, 2024 to presentfactForm ADV

Moved with (1)

← IMPACT PARTNERSHIP WEALTH, LLCRegistered adviser2 advisors, team lift out, same day
Feb 20, 2025 to Nov 27, 2024factForm ADV

Dated events

Occurred
Feb 20, 2025
Team lift-out
2 advisors left Impact Partnership Wealth, LLC (Denver, CO) for Horizon Wealth on the same day
Form ADVobserved 3 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ae92e7e-79ce-9bb7-e4a6-72f08dc8805c
First observed: Nov 25, 2025
Last observed: Jul 27, 2026 53 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HORIZON WEALTH

HORIZON WEALTH INVESTMENT SOLUTIONS LLC, CRD 333752

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5ae92e7e-79ce-9bb7-e4a6-72f08dc8805c

Data as of Jul 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL ROLAND BLAIR

n/a

DENVER, CO

Jonathan Richard Vogel

Certified Financial Planner

DENVER, CO

yes

Logan Taylor Smith

Certified Financial Planner

DENVER, CO

yes

Benjamin Scott Smith

n/a

Monmouth, OR | DENVER, CO

Lawrence Peter Spoth

n/a

DENVER, CO | VIENNA, VA

Jacob Zachary Child

n/a

DENVER, CO | VIENNA, VA

AUSTIN MICHAEL COOPER

n/a

DENVER, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLAIR, DANIEL, ROLAND

MANAGING MEMBER/ CCO

yes

10/2024

Jul 27, 2026

MELISSA, BLAIR, JO

MANAGING MEMBER

yes

10/2024

Jul 27, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$147M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$147M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

IMPACT PARTNERSHIP WEALTH, LLC

Feb 20, 2025

Nov 27, 2024

DENVER, CO

Team lift out

RIA to RIA

2.9%