Honor Wealth Management, LLC

Honor Wealth Management is an independent, state-registered adviser that provides discretionary asset management primarily to individuals and high‑net‑worth individuals. Founded in 2023 and operating since 2025, the solo advisor firm manages about $54.8 million in client assets across roughly 338 client relationships and generally requires a $50,000 account minimum.

The firm tailors portfolios to client goals, time horizons, and risk tolerances and uses a mix of fundamental, technical, and cyclical analysis, employing both long‑ and short‑term strategies while treating cash as an asset class. Honor Wealth also uses model portfolios through a co‑advisor relationship with Gradient Investments for portfolio selection and performs quarterly reviews and rebalancing as part of ongoing monitoring.

What is distinctive about the firm is its unusually high client load for a single‑advisor practice (over 300 clients) and the managing member’s multiple regulated roles: the brochure discloses he serves as a registered representative and independent insurance agent (about 70% of his time) and also acts as an attorney and notary public in a limited capacity (about 5% of his time). These overlapping activities give rise to potential conflicts of interest — including external compensation and fee‑sharing with the co‑advisor — which the firm reports it mitigates through disclosures, procedures, and its fiduciary obligations.