Lawrence Peter Spoth
Investment adviser representative at Horizon Wealth
12 yearsExperience
1 stateRegistered in
$147.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Horizon WealthNov 2025 to now
- Impact Partnership Wealth, LLCOct 2023 to now
- Retirement Protection SolutionsJan 2014 to now
- DtsMar 2024 to Nov 2025
- Market GuardJun 2020 to Oct 2023
- Retirement Wealth AdvisorsDec 2015 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (VA).
Horizon Wealth
Legal name: Horizon Wealth Investment Solutions LLC
$147.2MAssets managed
163Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6597252
- Firm CRD
- 333752