A complete list of active advisors currently associated with Pax Horizon Wealth Management, LLC
Warmer can help you find a great advisor at Pax Horizon Wealth Management, LLC or one who fits your needs even better.
Pax Horizon Wealth Management, LLC is a fee‑only advisory firm that serves individual clients with both investment management and financial planning services. The firm, formed in late 2025 and operated by a single principal, offers ongoing comprehensive planning, project‑based planning, and portfolio management covering stocks, bonds, mutual funds, ETFs and cash equivalents. Pax Horizon’s investment approach emphasizes asset allocation guided by Modern Portfolio Theory and a preference for passive funds to implement targeted exposures; portfolios are managed on a discretionary basis and reviewed quarterly. The firm relies on an institutional custodial and execution platform (Altruist) for custody and trade execution and integrates planning conversations into its investment oversight. Noteworthy aspects include that the firm was newly registered with no assets under management or clients at the time of the brochure and that the principal continues to hold outside employment that consumes a substantial portion of his time. For a solo practice, Pax Horizon’s written offerings span a wide set of planning topics (including business planning and employee benefits optimization), it maintains an institutional custodian relationship it generally recommends to clients, does not take custody of client assets, and does not vote client proxies.
To learn more about the advisors currently working at Pax Horizon Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Vista, CA
| 0
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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