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BLACK HORSE WEALTH MANAGEMENT
BLACK HORSE WEALTH MANAGEMENT, LLC
CRD 308427 · SEC 801-123230
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$165.6M
Discretionary AUM
$50.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $3.4M |
| High net worth individuals | 12 | $161.2M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD