Daniel Jason Horowitz
Investment adviser representative at Aldrich Wealth LP
13 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 yearsFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Aldrich Wealth LPFeb 2022 to now
- Campbell GlobalNov 2018 to Feb 2022
- Arnerich MassenaAug 2013 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
Aldrich Wealth LP
Legal name: Aldrich Wealth, Limited Partnership
$7.6BAssets managed
782Clients
28Advisers
18 yearsIn 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
- 7603025
- Firm CRD
- 147200