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DARK HORSE WEALTH LLC
CRD 159999 · SEC 801-132392
51 ALBANY ST 2ND FL, CAZENOVIA, NY, 13035, United States
Phone
315-559-2834
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$36.6M
Discretionary AUM
$36.6M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $22.0M |
| High net worth individuals | 10 | $13.5M |
| Corporations/business entities | 1 | $1.1M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD