Overview
Assets Under Management: $219 million
Headquarters: ASHEVILLE, NC
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
HORIZONS WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127457), HORIZONS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
HORIZONS WEALTH MANAGEMENT, INC. is headquartered in ASHEVILLE, NC.
HORIZONS WEALTH MANAGEMENT, INC. serves 66 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, HORIZONS WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HORIZONS WEALTH MANAGEMENT, INC. manages $219 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, HORIZONS WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.15
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 613
Discretionary Accounts: 613
Regulatory Filings
CRD Number: 127457
Last Filing Date: 2025-01-27 00:00:00
Website: https://horizonswealth.com