Blair Melissa is a control person of Horizon Wealth Investment Solutions and directly owns between 50% and 75% of it.
Horizon Wealth Investment Solutions is an investment adviser based in Denver, CO, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $147 million, as filed on 27 July 2026. Its fees, ownership and offices are on the firm’s profile.
Melissa Blair is Founder and Chief Operations Officer of HW Tax Strategies, part of Horizon Wealth. She spent most of her career in the human resources profession and manages customer relations and operational procedures.
- CRD
- 8003925
- Firm
- Horizon Wealth Investment Solutions · CRD 333752
- Role
- Managing Member
- In role since
- October 2024 · 2 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Denver, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hwtaxstrategies.com
Where does Blair Melissa work?
Blair Melissa has been Managing Member of Horizon Wealth Investment Solutions LLC since October 2024, and is a control person of the firm.
How can I verify Blair Melissa’s record?
Blair Melissa’s role is listed on Horizon Wealth Investment Solutions LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 333752.
