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Orizon Wealth Management

EST. AUM
$250,000,000

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Firm Details

Metro area Salt Lake City
CRD Number
Website orizonwealth.com
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Overview

Orizon Wealth Management is a boutique wealth management firm based in Pleasant Grove, Utah. Founded by the husband-and-wife advisor team of Mike and Jen Kunzler, the firm specializes in serving high-net-worth families, business owners, and multigenerational clients. In March 2026, the firm transitioned its $250M in assets under advisement from Northwestern Mutual to Arkadios Capital. This move to an independent hybrid RIA platform allows Orizon to offer broader access to non-proprietary investments and sophisticated planning tools while maintaining their core focus on complex financial transitions, such as business successions and retirement planning.

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Address

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

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