A complete list of active advisors currently associated with Dark Horse Wealth LLC

Warmer can help you find a great advisor at Dark Horse Wealth LLC or one who fits your needs even better.

Dark Horse Wealth LLC advises individuals while also providing services to pension and profit‑sharing plans and corporate entities. The firm offers discretionary investment supervisory services, basic financial planning, and an hourly investment consulting alternative for clients who prefer a non‑discretionary engagement. The firm documents client objectives in an Investment Policy Statement and generally constructs portfolios from low‑cost mutual funds and ETFs, with tactical additions of individual stocks or bonds to meet specific objectives. It requests discretionary authority to implement portfolios and uses iRebal software to model allocations, size positions, allocate block trades, and manage cash across accounts. What distinguishes this firm from many independent peers is its explicit focus on retirement‑plan work — the brochure lists pension and profit‑sharing plans and a dedicated 401(k)/qualified‑plan fee schedule — and it notes corporate or business clients in its client types. The brochure also discloses that a firm representative holds the Chartered Retirement Plans Specialist (CRPS) credential and that the firm combines long‑term strategies with occasional short‑term trading and tactical positioning.

To learn more about the advisors currently working at Dark Horse Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.