Important Disclosures (Form ADV)
Firm Registration
Pax Horizon Wealth Management, LLC is an investment adviser registered with the State of California. Firm CRD #339680. Registration does not imply a certain level of skill or training.
Principal office located in Vista, California; mailing address in Carlsbad, California. Advisory services are offered only to clients or prospective clients where Pax Horizon Wealth Management, LLC and its representatives are properly registered or exempt from registration. Christopher J. Edwards, Founder and Principal: Individual CRD #8193532.
Our registration filings are publicly available on the SEC's Investment Adviser Public Disclosure website and on FINRA BrokerCheck.
Form ADV Part 2
Please download our full Form ADV Part 2 for detailed information about our business practices, fees, conflicts of interest, and disciplinary history:
Custody of Client Assets
Client assets are held by Altruist Financial LLC, an unaffiliated broker-dealer and member FINRA/SIPC. Pax Horizon Wealth Management, LLC is not a broker-dealer and is not a member of SIPC. SIPC protects securities and cash held at a member firm in the event of the firm's failure, subject to limits. It does not protect against market losses. More information is available at sipc.org.
Text Messaging Disclosure
By initiating contact or texting Pax Horizon Wealth Management, LLC at (858) 230-8094, you consent to receive business-related text messages. Message and data rates may apply. You may reply STOP at any time to opt out of future messages.
Please note that Pax Horizon does not accept trade orders, transaction instructions, or fund transfer requests via text message, nor do we provide specific investment advice via SMS. All text message communications are archived in compliance with regulatory recordkeeping rules.