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Lawrence Peter Spoth

HORIZON WEALTH
VIENNA, VA
·CRD# 6597252·10 years experience

Professional Summary

Lawrence Peter Spoth, who also goes by Larry Peter Spoth, Larry Spoth, Lawrence Spoth, is a registered financial advisor currently at HORIZON WEALTH located in Vienna, Virginia. Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Lawrence has worked at 4 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Larry Peter Spoth, Larry Spoth, Lawrence Spoth

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

10 years in the financial services industry

Current & Past Employments

HORIZON WEALTH·CRD# 333752
RIA
8300 Boone Blvd Suite 500, Vienna, VA 22182
February 19, 2026 - Present
IMPACT PARTNERSHIP WEALTH, LLC·CRD# 313928
RIA
Alexandria, VA
October 16, 2023 - February 19, 2026
JENKINS WEALTH·CRD# 153241
RIA
Alexandria, VA
June 30, 2020 - October 16, 2023
BROOKSTONE WEALTH ADVISORS, LLC·CRD# 137658
RIA
Vienna, VA
January 5, 2016 - June 29, 2020

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Current Firm

HW
HORIZON WEALTH

HORIZON WEALTH | VISION WEALTH | HW TAX STRATEGIES | HORIZON WEALTH INVESTMENT SOLUTIONS LLC

CRD#: 333752 / SEC#: 801-134662
RIA
Registered Investment Advisory firm - SEC (11/19/2025 Approved)
Colorado
Registered Investment Advisory firm - Colorado (11/21/2025 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/19/2025 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (11/24/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

650 S. Cherry St. Ste 825, Denver, CO 80246

Phone Number

(303) 777-7124

# of Employees

7

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

485

AUM (Assets Under Management)

$147,239,402

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Retirement Protection Solutions; Yes Investment Related; 8300 Boone Blvd, Suite 500, Vienna, VA 22182; Life and Index Annuity Sales; President; 01/2014; 200hrs/Mo Devoted; 120hrs/Mo Devoted during Securities Trading Hours. Manage company and produce life, annuity and AUM sales. 2) DTS; Yes Investment Related; 8300 Boone Blvd Ste 500 Vienna, VA 22182; Deferred Tax Strategies; Advisor; 3/1/2024; 80hrs/Mo Devoted; 70hrs/Mo Devoted during Securities Trading Hours; Marketing and DTS Strategy opportunities for prospects.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HORIZON WEALTH

HORIZON WEALTH | VISION WEALTH | HW TAX STRATEGIES | HORIZON WEALTH INVESTMENT SOLUTIONS LLC

CRD#: 333752 / SEC#: 801-134662
RIA
Registered Investment Advisory firm - SEC (11/19/2025 Approved)
Colorado
Registered Investment Advisory firm - Colorado (11/21/2025 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/19/2025 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (11/24/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Virginia
(2/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2015About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Peter Spoth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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