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Pursue Wealth Partners
Marc J. Horner established Pursue Wealth Partners in Centennial, Colorado, in 2019.
Pursue Wealth Partners
Marc J. Horner established Pursue Wealth Partners in Centennial, Colorado, in 2019. The firm operates as an SEC-registered investment advisor, a structure that legally binds it to a fiduciary standard — a break from the brokerage frameworks Horner worked within at earlier stops including UBS Financial Services. The practice is built around comprehensive financial planning rather than product distribution. The investment approach blends strategic asset allocation with a focus on tax-sensitive portfolio construction. Core exposures span domestic and international equities, fixed income, and structured products including protective buffered notes. Client portfolios are implemented primarily through low-cost ETFs and mutual funds selected via independent due diligence. The firm integrates equity compensation planning — restricted stock units, incentive stock options, and employee stock purchase plans — for a client base that skews toward mid-career technology and life-sciences professionals along Colorado's Front Range. Pursue Wealth Partners operates a lean structure and has not publicly disclosed its regulatory assets under management. The firm headquarters in Centennial serves the greater Denver metropolitan area, with a client outreach model that is concentrated in Colorado rather than multi-state. No affiliated foundations, venture arms, or professional club memberships are disclosed in its regulatory filings or public communications. Structurally, the firm's differentiator lies in its pricing model. It charges a flat annual retainer for financial planning and a separate assets-under-management fee for portfolio administration, explicitly avoiding commission-based transactions. This aligns it more closely with modern RIA boutiques than with legacy wirehouse teams, giving it a governance posture that reduces product conflict without requiring the scale of larger registered investment advisers.
General information
Firm type
Asset Manager
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Centennial
Corporate office
Centennial, Colorado, United States
Principals
Marc J. Horner
Founder and Wealth Manager
Sector focus
Frequently asked questions
Is Pursue Wealth Partners a fiduciary?
Yes. As an SEC-registered investment advisor, Pursue Wealth Partners is legally bound to a fiduciary standard, meaning the firm must place client interests ahead of its own. This represents a structural departure from the suitability standard applied at brokerage firms where founder Marc Horner previously practiced. The Form ADV filed with the SEC confirms the firm's registered investment advisor status.
How does the firm charge for its services?
Pursue Wealth Partners operates on a dual fee structure. Clients pay a flat annual retainer for comprehensive financial planning services, and a separate fee calculated as a percentage of assets under management for portfolio implementation and ongoing administration. This decoupling of planning and investment management fees is designed to reduce product-selection bias that can arise when advice is funded entirely by asset-based charges.
What kind of client does the firm typically serve?
The practice is positioned to serve mid-career professionals and retirees in Colorado, with particular emphasis on individuals holding concentrated equity compensation — restricted stock units, incentive stock options, and employee stock purchase plans. The firm's location in the Denver metro area places it within reach of technology, aerospace, and life-sciences employers along the Front Range corridor.
Does Pursue Wealth Partners manage investments in-house?
The firm constructs client portfolios using third-party ETFs and mutual funds, selected through an independent due-diligence process. Pursue Wealth Partners does not market proprietary funds or structured products of its own. Where buffered notes or other structured strategies appear in client portfolios, they are sourced externally and evaluated for fit within the broader asset allocation rather than generated by an affiliated desk.
How is Pursue Wealth Partners different from Horner's prior practice at a wirehouse?
The primary structural difference is independence. At a wirehouse, an advisor's product menu and compensation incentives are shaped by the parent firm's proprietary offerings and revenue-sharing agreements. As an independent RIA, Pursue Wealth Partners selects investments without those constraints and charges a declared fee rather than embedded commissions. The firm's Form ADV explicitly confirms it does not receive third-party compensation or 12b-1 fees that create undisclosed conflicts.
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