Dark Horse Private Wealth

EST. AUM
$181,732,180

CONTACTS

CLIENT ACCOUNTS
426

Firm Details

Metro area San Diego
CRD Number 312741
Website darkhorse.cpa
Client types

Overview

Dark Horse Private Wealth (doing business under the legal name Dark Horse Advisors, LLC) is an independent registered investment adviser (RIA) headquartered in Rancho Santa Fe, California, established in January 2021. The boutique wealth practice is uniquely structured as an integrated advisory entity co-owned (50%) and operated in direct synchronization with Dark Horse CPAs, solving the traditional gap between standalone financial plans and proactive tax-saving strategies. Overseen by Chief Wealth Advisor Matt Poole, CFP®, ChFC®, CEPA®, the firm acts as a 100% fiduciary handler for small business owners, high-net-worth families, and individual retail investors, intentionally operating without imposing steep minimum asset requirements. Dark Horse Private Wealth rejects high-fee, commission-driven financial products peddled by traditional wirehouses. Instead, they focus on driving down the largest drag on wealth—taxes—by constructing globally diversified asset allocation portfolios out of low-cost index exchange-traded funds (ETFs), individual equities, institutional mutual funds, and alternative real estate or private assets held safely with Charles Schwab.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dark Horse Private Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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