A complete list of active advisors currently associated with Horoky Private Wealth, LLC

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

Horoky Private Wealth, LLC provides discretionary portfolio management and retirement‑account fiduciary services to individuals and high‑net‑worth individuals, delivering customized Investment Policy Statements and ongoing portfolio monitoring. The firm is newly formed and currently reports no assets or clients; it offers asset‑based advisory services and does not impose an account minimum. The firm’s investment process combines fundamental analysis, modern portfolio theory and quantitative methods applied through a long‑term trading approach, with recommendations generally limited to mutual funds, equities, fixed income, ETFs (including precious‑metals ETFs), TIPS and insurance products such as annuities. Accounts are typically managed on a discretionary basis and allocations are tailored to each client’s objectives, risk tolerance and other circumstances, with model allocations used where appropriate. Distinctive operational features include an affiliation with an insurance business — the firm’s principal is a licensed insurance agent and the firm discloses that recommended insurance products may generate commissions and related conflicts, which it documents for clients. The firm also requires clients to custody assets with a specified custodian (Altruist Financial), does not utilize third‑party sub‑advisers, and currently reports no AUM or client relationships, all of which differentiate it from many peers.

To learn more about the advisors currently working at Horoky Private 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.

Name	Location	Years of experience
Christopher Horoky	South Bend, IN	25

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