Overview
Assets Under Management: $203 million
Headquarters: CEDAR KNOLLS, NJ
High-Net-Worth Clients: 35
Average Client Assets: $2.6 million
Frequently Asked Questions
NEW HORIZONS WEALTH MANAGEMENT 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 #328155), NEW HORIZONS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NEW HORIZONS WEALTH MANAGEMENT is headquartered in CEDAR KNOLLS, NJ.
NEW HORIZONS WEALTH MANAGEMENT serves 35 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, NEW HORIZONS WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
NEW HORIZONS WEALTH MANAGEMENT manages $203 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, NEW HORIZONS WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.81%
Average Client Assets: $2.6 million
Total Client Accounts: 740
Discretionary Accounts: 740
Regulatory Filings
CRD Number: 328155
Filing ID: 2052401
Last Filing Date: 2026-02-10 13:21:28