Dark Horse Wealth LLC
Dark Horse Wealth LLC (CRD# 159999) is a financial advisory firm headquartered in Cazenovia, NY. They manage $24,646,505 in 147 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management25MILLION
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Total Number of Accounts147ACCOUNTS
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Average Account Value$167,663
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Dark Horse Wealth LLC
1
Judson Ames (CRD# 5953260) is an Investment Advisor Representative working at Dark Horse Wealth LLC in Cazenovia, NY and has over 16 years of experience in the finance industry.
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