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BLUE HORIZON EQUITY, INC.

PITTSFORD, NY · CRD 341095 · IAPD ↗ · abelwealthmanagement.com · 1 585 641 7900

$745.9MRegulatory AUM
45Advisory reps
45Employees
0Clients
1-10Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
October 2026 — BLUE HORIZON EQUITY, INC. changed its website from itppartners.com to abelwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
October 2026 — BLUE HORIZON EQUITY, INC. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
October 2026 — BLUE HORIZON EQUITY, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
October 2026 — BLUE HORIZON EQUITY, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
June 2026 — BLUE HORIZON EQUITY, INC. (PITTSFORD, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 45 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.