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DARK HORSE WEALTH LLC

CAZENOVIA, NY · CRD 159999 · IAPD ↗ · darkhorsewealth.com · 315-559-2834

$36.6MRegulatory AUM
1Advisory reps
1Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — DARK HORSE WEALTH LLC (CAZENOVIA, NY) is newly SEC-registered with $29.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.