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LS

Lawrence P. Spoth

HORIZON WEALTH
VIENNA, VA 22182
Some features on this profile are disabled
CRD#: 6597252
LS

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.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Larry Peter Spoth | Larry Spoth | Lawrence Spoth

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


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

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 19, 2026 - Present

HORIZON WEALTH

Office #1: 8300 Boone Blvd Suite 500, Office 501, Vienna, VA 22182
RIA
CRD#: 333752
VIENNA, VA
Past

October 16, 2023 - February 19, 2026

IMPACT PARTNERSHIP WEALTH, LLC

RIA
CRD#: 313928
Alexandria, VA
Past

June 30, 2020 - October 16, 2023

JENKINS WEALTH

RIA
CRD#: 153241
Alexandria, VA
Past

January 5, 2016 - June 29, 2020

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
VIENNA, VA

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 - (11/19/2025 Approved)
Colorado
Registered Investment Advisory firm - (11/21/2025 Terminated)
Missouri
Registered Investment Advisory firm - (11/19/2025 Terminated)
Oregon
Registered Investment Advisory firm - (11/24/2025 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Virginia
(2/19/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/15/2015
Uniform Investment Adviser Law Examination

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 - (11/19/2025 Approved)
Colorado
Registered Investment Advisory firm - (11/21/2025 Terminated)
Missouri
Registered Investment Advisory firm - (11/19/2025 Terminated)
Oregon
Registered Investment Advisory firm - (11/24/2025 Terminated)
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Contact information


Main Address
650 S. Cherry St. Ste 825, Denver, CO 80246
Mailing Address
Phone number
(303) 777-7124
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (2/10/2026)

Regulatory assets under management


Total Number of Accounts485
AUM (Assets Under Management)$ 147,239,402

Red Flags


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.

Company Information


HORIZON WEALTH

CRD#: 333752Vienna, VA 22182

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